PWA

Physician Wealth Advisors Portfolio holdings

AUM $637M
1-Year Est. Return 14.15%
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$543M
AUM Growth
+$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$6.04M
3
+$3.66M
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$1.9M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$822K

Top Sells

1
+$6.3M
2
+$3.37M
3
+$1.94M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.55M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$543K

Sector Composition

1 Technology 6.66%
2 Healthcare 1.95%
3 Consumer Discretionary 1.21%
4 Financials 1.1%
5 Consumer Staples 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$733K 0.14%
4,392
+122
77
$732K 0.13%
1,814
+2
78
$693K 0.13%
3,905
+108
79
$688K 0.13%
22,039
-1,061
80
$685K 0.13%
13,642
+659
81
$633K 0.12%
2,575
-469
82
$616K 0.11%
7,580
-95
83
$613K 0.11%
4,059
-148
84
$568K 0.1%
4,361
-12
85
$564K 0.1%
2,096
-142
86
$557K 0.1%
6,461
-203
87
$552K 0.1%
4,403
+8
88
$535K 0.1%
11,016
-210
89
$527K 0.1%
+10,418
90
$524K 0.1%
5,679
-2,912
91
$513K 0.09%
10,676
92
$499K 0.09%
2,684
-397
93
$495K 0.09%
2,363
-34
94
$485K 0.09%
22,212
95
$471K 0.09%
2,471
-88
96
$470K 0.09%
2,015
+3
97
$458K 0.08%
111
98
$455K 0.08%
8,038
+289
99
$454K 0.08%
1,767
+17
100
$449K 0.08%
2,849
-42
2 3
4
5 6