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
176
$202K 0.04%
+3,351
177
$202K 0.04%
+2,374
178
$202K 0.04%
+2,569
179
$193K 0.04%
12,513
+347
180
$158K 0.03%
14,684
181
$150K 0.03%
+10,441
182
$41.4K 0.01%
31,375
-2,000
183
– –
-44,903
184
– –
-3,042
185
– –
-2,204
186
– –
-2,826
187
– –
-9,592
188
– –
-11,355
189
– –
-5,113
190
– –
-3,962
4 5 6 7
8