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
$371M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$4.99M
3
+$3.84M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.79M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.6M

Top Sells

1
+$4.68M
2
+$3.42M
3
+$2.35M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.23M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$814K

Sector Composition

1 Technology 4.66%
2 Healthcare 1.87%
3 Financials 1.16%
4 Consumer Discretionary 1.01%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$507K 0.14%
9,986
+876
77
$507K 0.14%
10,629
+3
78
$494K 0.13%
9,535
-88
79
$492K 0.13%
1,231
-16
80
$490K 0.13%
6,604
+248
81
$488K 0.13%
2,178
-153
82
$474K 0.13%
4,371
+17
83
$453K 0.12%
8,367
-600
84
$440K 0.12%
4,149
+195
85
$433K 0.12%
1,607
+5
86
$420K 0.11%
2,963
+27
87
$417K 0.11%
9,331
-527
88
$400K 0.11%
8,788
-205
89
$398K 0.11%
9,465
-2,883
90
$397K 0.11%
12,315
-219
91
$365K 0.1%
16,113
92
$361K 0.1%
5,051
+78
93
$360K 0.1%
2,325
+24
94
$350K 0.09%
3,099
95
$345K 0.09%
6,138
96
$342K 0.09%
+7,849
97
$341K 0.09%
6,965
+131
98
$341K 0.09%
2,382
-795
99
$340K 0.09%
26,822
100
$335K 0.09%
2,817
-35
2 3
4
5 6