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
1001
$784 ﹤0.01%
+29
1002
$784 ﹤0.01%
+19
1003
$784 ﹤0.01%
+3
1004
$776 ﹤0.01%
+9
1005
$775 ﹤0.01%
+3
1006
$773 ﹤0.01%
+41
1007
$769 ﹤0.01%
+9
1008
$764 ﹤0.01%
+17
1009
$763 ﹤0.01%
+19
1010
$761 ﹤0.01%
+19
1011
$758 ﹤0.01%
+87
1012
$744 ﹤0.01%
+17
1013
$743 ﹤0.01%
+11
1014
$742 ﹤0.01%
+2
1015
$740 ﹤0.01%
+15
1016
$738 ﹤0.01%
+13
1017
$738 ﹤0.01%
+8
1018
$738 ﹤0.01%
+26
1019
$731 ﹤0.01%
+106
1020
$731 ﹤0.01%
+27
1021
$731 ﹤0.01%
+22
1022
$731 ﹤0.01%
+10
1023
$729 ﹤0.01%
+43
1024
$729 ﹤0.01%
+144
1025
$727 ﹤0.01%
+12
39 40
41
42 43