PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
+$6.95M
2
+$4.81M
3
+$3.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.62M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.48M

Top Sells

1
+$4.68M
2
+$3.29M
3
+$2.35M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$728K

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
– –
-12,712
152
– –
-10,200
153
– –
-7,198
154
– –
-2,455
155
– –
-9,091
156
– –
-24,209
157
– –
-8,855
158
– –
-217,202
159
– –
-32,255
3 4 5 6
7