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
126
$299K 0.06%
10,132
+166
127
$298K 0.06%
14,833
128
$296K 0.05%
351
+57
129
$287K 0.05%
2,910
-150
130
$283K 0.05%
1,326
131
$280K 0.05%
2,702
132
$279K 0.05%
1,668
+7
133
$278K 0.05%
12,486
-19,758
134
$277K 0.05%
6,259
-1,680
135
$274K 0.05%
9,267
136
$272K 0.05%
+557
137
$270K 0.05%
1,171
138
$270K 0.05%
552
-26
139
$268K 0.05%
1,825
-131
140
$262K 0.05%
1,088
+29
141
$259K 0.05%
10,046
-6,664
142
$257K 0.05%
+15,180
143
$252K 0.05%
4,779
144
$251K 0.05%
2,180
+2
145
$251K 0.05%
35,606
+1,695
146
$248K 0.05%
3,360
147
$245K 0.05%
680
148
$244K 0.05%
7,642
-119
149
$243K 0.04%
5,030
+370
150
$243K 0.04%
+1,176
4 5
6
7 8