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
$371M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$4.99M
3
+$3.84M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.79M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.6M

Top Sells

1
+$4.68M
2
+$3.42M
3
+$2.35M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.23M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$814K

Sector Composition

1 Technology 4.66%
2 Healthcare 1.87%
3 Financials 1.16%
4 Consumer Discretionary 1.01%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$323K 0.09%
20,574
102
$314K 0.08%
988
+2
103
$313K 0.08%
+13,406
104
$310K 0.08%
895
105
$310K 0.08%
129
106
$309K 0.08%
2,849
-1,148
107
$309K 0.08%
14,833
108
$308K 0.08%
15,539
109
$305K 0.08%
6,855
+61
110
$303K 0.08%
7,072
-151
111
$298K 0.08%
2,795
112
$297K 0.08%
511
-3
113
$294K 0.08%
1,924
+18
114
$290K 0.08%
3,350
115
$289K 0.08%
13,268
-7,250
116
$289K 0.08%
11,041
-15
117
$288K 0.08%
2,201
+9
118
$284K 0.08%
32,330
119
$273K 0.07%
+6,370
120
$273K 0.07%
8,700
121
$270K 0.07%
4,757
122
$269K 0.07%
17,939
123
$268K 0.07%
1,996
+4
124
$264K 0.07%
2,652
125
$263K 0.07%
3,309
-2
3 4
5
6 7