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
$543M
AUM Growth
+$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$6.04M
3
+$3.66M
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$1.9M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$822K

Top Sells

1
+$6.3M
2
+$3.37M
3
+$1.94M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.55M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$543K

Sector Composition

1 Technology 6.66%
2 Healthcare 1.95%
3 Consumer Discretionary 1.21%
4 Financials 1.1%
5 Consumer Staples 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$440K 0.08%
18,584
+44
102
$431K 0.08%
7,159
+3
103
$408K 0.08%
4,046
+158
104
$404K 0.07%
7,865
+302
105
$397K 0.07%
703
+43
106
$396K 0.07%
7,845
-382
107
$391K 0.07%
5,424
-9
108
$389K 0.07%
709
+14
109
$378K 0.07%
1,023
+1
110
$365K 0.07%
10,640
-480
111
$362K 0.07%
8,603
-175
112
$361K 0.07%
824
-25
113
$360K 0.07%
6,138
-8
114
$355K 0.07%
1,422
+85
115
$343K 0.06%
17,939
116
$339K 0.06%
2,942
+2
117
$333K 0.06%
999
118
$331K 0.06%
596
-11
119
$323K 0.06%
1,414
120
$322K 0.06%
4,716
-3,577
121
$318K 0.06%
3,901
-416
122
$318K 0.06%
8,700
123
$307K 0.06%
6,966
+531
124
$306K 0.06%
15,539
125
$301K 0.06%
532
+49
3 4
5
6 7