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
1076
$634 ﹤0.01%
+7
1077
$633 ﹤0.01%
+2
1078
$632 ﹤0.01%
+17
1079
$631 ﹤0.01%
+1
1080
$623 ﹤0.01%
+38
1081
$621 ﹤0.01%
+35
1082
$620 ﹤0.01%
+6
1083
$619 ﹤0.01%
+12
1084
$619 ﹤0.01%
+4
1085
$617 ﹤0.01%
+8
1086
$609 ﹤0.01%
+27
1087
$608 ﹤0.01%
+24
1088
$608 ﹤0.01%
+14
1089
$591 ﹤0.01%
+15
1090
$590 ﹤0.01%
+32
1091
$585 ﹤0.01%
+7
1092
$583 ﹤0.01%
+2
1093
$580 ﹤0.01%
+5
1094
$579 ﹤0.01%
+10
1095
$565 ﹤0.01%
+12
1096
$552 ﹤0.01%
+49
1097
$517 ﹤0.01%
+2
1098
$516 ﹤0.01%
+255
1099
$478 ﹤0.01%
+32
1100
$471 ﹤0.01%
+4
42 43
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