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
1126
$129 ﹤0.01%
+7
1127
$125 ﹤0.01%
+31
1128
$121 ﹤0.01%
+2
1129
$121 ﹤0.01%
+20
1130
$86 ﹤0.01%
+3
1131
$85 ﹤0.01%
+19
1132
$66 ﹤0.01%
+8
1133
$42 ﹤0.01%
+28
1134
$40 ﹤0.01%
+3
1135
$36 ﹤0.01%
+7
1136
$33 ﹤0.01%
+17
1137
$33 ﹤0.01%
+4
1138
$25 ﹤0.01%
+1
1139
$14 ﹤0.01%
+2
1140
$11 ﹤0.01%
+1
1141
$10 ﹤0.01%
+8
1142
$9 ﹤0.01%
+1
1143
$9 ﹤0.01%
+2
1144
$8 ﹤0.01%
+1
1145
$8 ﹤0.01%
+2
1146
$7 ﹤0.01%
+1
1147
– –
0
1148
$2 ﹤0.01%
+1
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