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
$325M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.69M
3
+$1.46M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.03M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$792K

Top Sells

1
+$11.9M
2
+$10.2M
3
+$1.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$699K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$446K

Sector Composition

1 Technology 5.28%
2 Healthcare 2.22%
3 Consumer Discretionary 1.27%
4 Financials 1.22%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$452K 0.14%
12,348
+71
77
$451K 0.14%
8,967
-786
78
$449K 0.14%
8,859
-111
79
$444K 0.14%
2,802
+2
80
$442K 0.14%
3,177
+219
81
$442K 0.14%
9,110
+642
82
$437K 0.13%
2,331
-219
83
$435K 0.13%
9,858
+100
84
$413K 0.13%
5,100
-461
85
$412K 0.13%
20,518
+1,656
86
$399K 0.12%
3,954
+188
87
$385K 0.12%
4,354
88
$383K 0.12%
1,602
-9
89
$379K 0.12%
2,936
-26
90
$377K 0.12%
28,540
-340
91
$372K 0.11%
8,855
-150
92
$372K 0.11%
12,534
-142
93
$363K 0.11%
3,997
-684
94
$354K 0.11%
6,138
95
$349K 0.11%
7,198
-125
96
$343K 0.11%
8,993
-672
97
$334K 0.1%
+7,455
98
$332K 0.1%
16,113
99
$331K 0.1%
2,852
+1
100
$327K 0.1%
3,766
2 3
4
5 6