PWA

Physician Wealth Advisors Portfolio holdings

AUM $703M
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.69M
3
+$1.46M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.03M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$792K

Top Sells

1
+$11.9M
2
+$10.2M
3
+$1.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$699K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$446K

Sector Composition

1 Technology 5.28%
2 Healthcare 2.22%
3 Consumer Discretionary 1.27%
4 Financials 1.22%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$327K 0.1%
2,301
+858
102
$327K 0.1%
12,712
-2,095
103
$318K 0.1%
26,822
104
$311K 0.1%
3,311
-390
105
$309K 0.1%
6,834
-144
106
$304K 0.09%
20,574
107
$297K 0.09%
895
108
$296K 0.09%
+12,680
109
$294K 0.09%
6,794
-100
110
$293K 0.09%
4,973
-64
111
$289K 0.09%
15,539
112
$286K 0.09%
986
+2
113
$281K 0.09%
514
114
$276K 0.08%
3,099
115
$276K 0.08%
7,223
+170
116
$274K 0.08%
2,192
+52
117
$273K 0.08%
3,350
118
$271K 0.08%
14,833
119
$265K 0.08%
32,330
120
$259K 0.08%
11,056
+149
121
$258K 0.08%
1,906
+258
122
$253K 0.08%
1,992
+4
123
$252K 0.08%
2,795
+1
124
$251K 0.08%
9,091
-1,646
125
$246K 0.08%
3,561
+1
3 4
5
6 7