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
1101
$460 ﹤0.01%
+11
1102
$441 ﹤0.01%
+13
1103
$433 ﹤0.01%
+17
1104
$427 ﹤0.01%
+21
1105
$413 ﹤0.01%
+32
1106
$397 ﹤0.01%
+20
1107
$394 ﹤0.01%
+5
1108
$366 ﹤0.01%
+25
1109
$360 ﹤0.01%
+26
1110
$330 ﹤0.01%
+11
1111
$285 ﹤0.01%
+21
1112
$285 ﹤0.01%
+60
1113
$278 ﹤0.01%
+6
1114
$271 ﹤0.01%
+5
1115
$262 ﹤0.01%
+100
1116
$254 ﹤0.01%
+11
1117
$242 ﹤0.01%
+14
1118
$221 ﹤0.01%
+7
1119
$191 ﹤0.01%
+7
1120
$185 ﹤0.01%
+1
1121
$169 ﹤0.01%
+10
1122
$148 ﹤0.01%
+7
1123
$144 ﹤0.01%
+24
1124
$142 ﹤0.01%
+20
1125
$139 ﹤0.01%
+4
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