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
$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
126
$340K 0.06%
672
-7
127
$337K 0.06%
10,260
128
$333K 0.06%
4,861
-10
129
$329K 0.06%
+14,425
130
$324K 0.05%
6,785
-306
131
$324K 0.05%
1,946
+283
132
$321K 0.05%
313
-16
133
$320K 0.05%
616
-29
134
$306K 0.05%
6,966
-604
135
$305K 0.05%
15,539
136
$300K 0.05%
3,942
-102
137
$300K 0.05%
3,360
138
$297K 0.05%
5,895
+16
139
$293K 0.05%
14,833
140
$292K 0.05%
763
+2
141
$291K 0.05%
2,937
-6
142
$291K 0.05%
9,267
143
$284K 0.05%
4,411
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144
$280K 0.05%
606
145
$276K 0.05%
8,700
146
$276K 0.05%
2,481
-126
147
$268K 0.05%
5,530
+500
148
$266K 0.04%
1,171
+3
149
$265K 0.04%
11,380
-101
150
$260K 0.04%
2,245
4 5
6
7 8