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
926
$1.09K ﹤0.01%
+28
927
$1.08K ﹤0.01%
+15
928
$1.07K ﹤0.01%
+6
929
$1.07K ﹤0.01%
+39
930
$1.07K ﹤0.01%
+34
931
$1.05K ﹤0.01%
+3
932
$1.04K ﹤0.01%
+9
933
$1.04K ﹤0.01%
+13
934
$1.03K ﹤0.01%
+101
935
$1.03K ﹤0.01%
+200
936
$1.02K ﹤0.01%
+33
937
$1.02K ﹤0.01%
+44
938
$1.02K ﹤0.01%
+56
939
$1.01K ﹤0.01%
+20
940
$1.01K ﹤0.01%
+7
941
$1K ﹤0.01%
+42
942
$1K ﹤0.01%
+14
943
$995 ﹤0.01%
+102
944
$994 ﹤0.01%
+79
945
$992 ﹤0.01%
+9
946
$986 ﹤0.01%
+252
947
$983 ﹤0.01%
+5
948
$982 ﹤0.01%
+54
949
$977 ﹤0.01%
+86
950
$975 ﹤0.01%
+40
36 37
38
39 40