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
151
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152
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153
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-8,855
154
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-24,209
155
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-9,091
156
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-2,455
157
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-7,198
158
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-5,100
159
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-12,712
3 4 5 6
7