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
201
$161K 0.03%
+7,064
202
$160K 0.03%
2,570
-423
203
$160K 0.03%
+708
204
$158K 0.03%
+3,598
205
$157K 0.03%
+1,196
206
$152K 0.03%
+2,120
207
$152K 0.03%
+882
208
$151K 0.03%
+5,860
209
$150K 0.03%
+217
210
$146K 0.02%
+1,171
211
$145K 0.02%
+5,804
212
$145K 0.02%
+1,346
213
$144K 0.02%
+864
214
$144K 0.02%
2,194
-875
215
$143K 0.02%
+1,795
216
$141K 0.02%
+423
217
$140K 0.02%
+1,441
218
$138K 0.02%
+2,000
219
$138K 0.02%
+5,454
220
$136K 0.02%
+6,230
221
$136K 0.02%
+5,847
222
$136K 0.02%
+615
223
$136K 0.02%
+399
224
$133K 0.02%
+3,600
225
$131K 0.02%
+1,233
7 8
9
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