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
$325M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.69M
3
+$1.46M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.03M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$792K

Top Sells

1
+$11.9M
2
+$10.2M
3
+$1.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$699K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$446K

Sector Composition

1 Technology 5.28%
2 Healthcare 2.22%
3 Consumer Discretionary 1.27%
4 Financials 1.22%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.9M 17.48%
150,283
+699
2
$28.7M 8.83%
648,396
+17,256
3
$22.9M 7.03%
272,896
+6,916
4
$16.8M 5.15%
199,673
+4,788
5
$11.7M 3.6%
212,214
-29,918
6
$11M 3.38%
75,023
-147
7
$9.63M 2.96%
425,072
+118,796
8
$7.87M 2.42%
102,657
+3,182
9
$7.39M 2.27%
158,415
+2,708
10
$7.25M 2.23%
179,155
+4,010
11
$6.7M 2.06%
143,385
+3,725
12
$6.62M 2.04%
123,884
+27,220
13
$6.62M 2.03%
71,804
-4,841
14
$5.52M 1.7%
207,529
+109,353
15
$4.72M 1.45%
90,496
-5,062
16
$4.68M 1.44%
217,202
+6,166
17
$4.44M 1.36%
65,029
18
$4.21M 1.29%
200,052
+48,892
19
$4.09M 1.26%
173,312
+336
20
$4M 1.23%
68,185
-3,755
21
$3.92M 1.2%
161,067
+23,509
22
$3.78M 1.16%
28,754
+949
23
$3.57M 1.1%
51,827
+430
24
$3.53M 1.09%
14,176
25
$3.37M 1.04%
67,999
+15,995
1
2 3 4 5