Physician Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
+$3.04M |
| 2 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$2.86M |
| 3 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$1.54M |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$1.1M |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
+$817K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$13M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$11.2M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.76M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$743K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$470K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.28% |
| 2 | Healthcare | 2.22% |
| 3 | Consumer Discretionary | 1.27% |
| 4 | Financials | 1.22% |
| 5 | Consumer Staples | 0.84% |
Similar funds
Physician Wealth Advisors's Q3 2022 Portfolio in Review
As of Q3 2022, Physician Wealth Advisors held 153 positions worth $325M, down 5.8% from $345M the previous quarter. Its ten largest holdings account for 55% of the portfolio.
Physician Wealth Advisors withdrew a net $14.5M in Q3 2022, closing 7 positions and reducing 41 holdings. Its most notable exit was Advanced Micro Devices, an estimated $259K position sold in full.
By sector, the portfolio is most concentrated in Technology at 5.3% of assets, down from 5.7% a quarter earlier, followed by Healthcare and Consumer Discretionary.
Against the trend, Physician Wealth Advisors opened a new position in Fidelity Total Bond ETF worth $334K.
- Physician Wealth Advisors's largest Q3 2022 buy was Fidelity Total Bond ETF: 7,455 shares worth $334K.
- Physician Wealth Advisors added most to Dimensional US Core Equity Market ETF in Q3 2022, an estimated $3.04M increase.
- Physician Wealth Advisors's biggest Q3 2022 reduction was Alphabet (Google) Class A, cutting an estimated $13M.
- Physician Wealth Advisors fully exited Advanced Micro Devices in Q3 2022, selling an estimated $259K.
- Physician Wealth Advisors's ten largest holdings make up 55% of its $325M portfolio in Q3 2022.
- Physician Wealth Advisors opened 4 new positions and closed 7 in Q3 2022.
- Physician Wealth Advisors's portfolio value fell 5.8% quarter-over-quarter to $325M.
Based on Physician Wealth Advisors's 13F filing for Q3 2022, filed 6 Oct 2022.