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
126
$262K 0.07%
2,850
-30
127
$262K 0.07%
+1,234
128
$255K 0.07%
997
129
$252K 0.07%
1,169
+14
130
$246K 0.07%
3,065
+2
131
$240K 0.06%
38,345
132
$240K 0.06%
2,667
-114
133
$239K 0.06%
+973
134
$239K 0.06%
812
135
$237K 0.06%
761
-10
136
$236K 0.06%
8,981
137
$235K 0.06%
+909
138
$230K 0.06%
1,276
-9
139
$226K 0.06%
+2,389
140
$223K 0.06%
3,564
+3
141
$219K 0.06%
11,455
-99
142
$216K 0.06%
+1,528
143
$215K 0.06%
+6,545
144
$210K 0.06%
2,826
-940
145
$210K 0.06%
+1,662
146
$202K 0.05%
+3,999
147
$159K 0.04%
10,420
+296
148
$142K 0.04%
12,839
149
$110K 0.03%
39,375
+5,500
150
$16.6K ﹤0.01%
1,153
3 4 5
6
7