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
$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
76
$789K 0.13%
1,347
-53
77
$767K 0.13%
1,308
+217
78
$759K 0.13%
22,734
-1,091
79
$746K 0.13%
4,452
+56
80
$744K 0.13%
13,715
+33
81
$731K 0.12%
9,672
-735
82
$730K 0.12%
+2,644
83
$664K 0.11%
9,182
-1,231
84
$620K 0.1%
+2,140
85
$613K 0.1%
7,750
+27
86
$607K 0.1%
2,296
+438
87
$591K 0.1%
1,870
-36
88
$552K 0.09%
2,373
+311
89
$549K 0.09%
1,893
+28
90
$538K 0.09%
6,348
+2
91
$535K 0.09%
4,098
-163
92
$523K 0.09%
2,256
+518
93
$523K 0.09%
20,850
94
$521K 0.09%
22,482
-44,964
95
$519K 0.09%
2,159
+644
96
$513K 0.09%
5,679
97
$503K 0.09%
7,164
+2
98
$491K 0.08%
2,507
+2
99
$490K 0.08%
9,853
-3,017
100
$479K 0.08%
3,315
-341
2 3
4
5 6