PWA

Physician Wealth Advisors Portfolio holdings

AUM $703M
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$592M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$3.83M
3
+$2.95M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.09M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.08M

Top Sells

1
+$5.56M
2
+$2.05M
3
+$1.37M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.32M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.11M

Sector Composition

1 Technology 6.79%
2 Healthcare 1.99%
3 Consumer Discretionary 1.57%
4 Financials 1.53%
5 Industrials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1.27K ﹤0.01%
+3
902
$1.26K ﹤0.01%
+34
903
$1.26K ﹤0.01%
+125
904
$1.25K ﹤0.01%
+16
905
$1.22K ﹤0.01%
+1
906
$1.22K ﹤0.01%
+108
907
$1.21K ﹤0.01%
+443
908
$1.19K ﹤0.01%
+67
909
$1.19K ﹤0.01%
+2
910
$1.18K ﹤0.01%
+65
911
$1.17K ﹤0.01%
+10
912
$1.16K ﹤0.01%
+6
913
$1.15K ﹤0.01%
+43
914
$1.15K ﹤0.01%
+68
915
$1.15K ﹤0.01%
+30
916
$1.14K ﹤0.01%
+23
917
$1.14K ﹤0.01%
+20
918
$1.13K ﹤0.01%
+10
919
$1.12K ﹤0.01%
+32
920
$1.11K ﹤0.01%
+19
921
$1.11K ﹤0.01%
+552
922
$1.1K ﹤0.01%
+56
923
$1.1K ﹤0.01%
+151
924
$1.1K ﹤0.01%
+8
925
$1.1K ﹤0.01%
+1,006
35 36
37
38 39