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
1026
$726 ﹤0.01%
+29
1027
$722 ﹤0.01%
+4
1028
$721 ﹤0.01%
+39
1029
$716 ﹤0.01%
+8
1030
$710 ﹤0.01%
+23
1031
$709 ﹤0.01%
+102
1032
$708 ﹤0.01%
+14
1033
$707 ﹤0.01%
+39
1034
$703 ﹤0.01%
+182
1035
$703 ﹤0.01%
+23
1036
$701 ﹤0.01%
+12
1037
$700 ﹤0.01%
+16
1038
$699 ﹤0.01%
+32
1039
$698 ﹤0.01%
+9
1040
$697 ﹤0.01%
+6
1041
$693 ﹤0.01%
+10
1042
$692 ﹤0.01%
+93
1043
$684 ﹤0.01%
+321
1044
$684 ﹤0.01%
+49
1045
$683 ﹤0.01%
+133
1046
$682 ﹤0.01%
+87
1047
$680 ﹤0.01%
+20
1048
$679 ﹤0.01%
+8
1049
$677 ﹤0.01%
+141
1050
$676 ﹤0.01%
+124
40 41
42
43 44