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
176
$208K 0.04%
+7,593
177
$205K 0.03%
2,949
-203
178
$205K 0.03%
+1,156
179
$205K 0.03%
+1,870
180
$203K 0.03%
+323
181
$202K 0.03%
3,351
182
$201K 0.03%
498
-32
183
$200K 0.03%
1,889
-1
184
$199K 0.03%
3,659
185
$199K 0.03%
1,848
-50
186
$198K 0.03%
4,666
+36
187
$196K 0.03%
+704
188
$194K 0.03%
+1,049
189
$188K 0.03%
+4,048
190
$182K 0.03%
1,245
-195
191
$181K 0.03%
+3,064
192
$179K 0.03%
+1,385
193
$177K 0.03%
2,746
-1,374
194
$176K 0.03%
+1,980
195
$174K 0.03%
+3,000
196
$174K 0.03%
+2,290
197
$173K 0.03%
+1,081
198
$170K 0.03%
+1,698
199
$165K 0.03%
+4,967
200
$163K 0.03%
+9,552
6 7
8
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