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
101
$461K 0.08%
7,900
+11
102
$451K 0.08%
8,926
-1,690
103
$450K 0.08%
1,858
+169
104
$439K 0.07%
4,414
+6
105
$438K 0.07%
2,694
+123
106
$434K 0.07%
6,138
107
$429K 0.07%
23,806
+130
108
$428K 0.07%
1,100
-1
109
$419K 0.07%
1,413
-21
110
$412K 0.07%
789
+3
111
$406K 0.07%
2,802
+1
112
$403K 0.07%
3,839
-142
113
$401K 0.07%
17,682
-48,954
114
$399K 0.07%
2,022
-468
115
$392K 0.07%
2,313
+730
116
$386K 0.07%
3,199
-916
117
$386K 0.07%
1,611
+70
118
$379K 0.06%
76
-11
119
$375K 0.06%
7,476
+32
120
$370K 0.06%
32,291
-1,620
121
$368K 0.06%
+4,722
122
$361K 0.06%
17,939
123
$360K 0.06%
2,346
+5
124
$360K 0.06%
999
125
$345K 0.06%
13,355
-13,277
3 4
5
6 7