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
151
$243K 0.04%
32,330
152
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153
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175
$203K 0.04%
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4 5 6
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