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
1051
$675 ﹤0.01%
+2
1052
$675 ﹤0.01%
+3
1053
$675 ﹤0.01%
+9
1054
$674 ﹤0.01%
+61
1055
$673 ﹤0.01%
+7
1056
$673 ﹤0.01%
+39
1057
$672 ﹤0.01%
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1058
$672 ﹤0.01%
+9
1059
$670 ﹤0.01%
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1060
$669 ﹤0.01%
+410
1061
$663 ﹤0.01%
+29
1062
$658 ﹤0.01%
+5
1063
$658 ﹤0.01%
+2
1064
$656 ﹤0.01%
+2
1065
$650 ﹤0.01%
+65
1066
$649 ﹤0.01%
+112
1067
$648 ﹤0.01%
+93
1068
$648 ﹤0.01%
+11
1069
$647 ﹤0.01%
+7
1070
$645 ﹤0.01%
+9
1071
$644 ﹤0.01%
+50
1072
$641 ﹤0.01%
+24
1073
$637 ﹤0.01%
+9
1074
$636 ﹤0.01%
+30
1075
$635 ﹤0.01%
+12
41 42
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