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
126
$240K 0.07%
4,757
127
$239K 0.07%
771
-192
128
$239K 0.07%
17,939
+3,800
129
$239K 0.07%
812
130
$230K 0.07%
2,781
+12
131
$230K 0.07%
1,155
+3
132
$226K 0.07%
2,652
133
$226K 0.07%
8,700
134
$223K 0.07%
129
135
$223K 0.07%
8,981
136
$223K 0.07%
2,880
137
$218K 0.07%
3,063
+15
138
$215K 0.07%
997
139
$209K 0.06%
2,455
140
$206K 0.06%
38,345
141
$205K 0.06%
1,285
-103
142
$184K 0.06%
+11,554
143
$152K 0.05%
+10,124
144
$129K 0.04%
12,839
145
$113K 0.03%
33,875
+5,499
146
$19K 0.01%
1,153
147
– –
-4,048
148
– –
-4,327
149
– –
-3,500
150
– –
-2,674
3 4 5
6
7