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
1
$80.9M 14.91%
142,487
-569
2
$50.6M 9.32%
761,004
-94,789
3
$21.6M 3.99%
225,237
+89,885
4
$20.5M 3.79%
165,743
-4,384
5
$20M 3.68%
646,709
+26,635
6
$19.4M 3.57%
109,958
+3,498
7
$17.6M 3.24%
74,798
-850
8
$17M 3.12%
347,622
+13,346
9
$16M 2.95%
151,408
+57,042
10
$14.8M 2.73%
378,629
+3,433
11
$12.6M 2.32%
469,193
+14,626
12
$12.1M 2.23%
160,246
-367
13
$10.4M 1.92%
227,733
+17,800
14
$9.86M 1.82%
52,079
+3,260
15
$9.63M 1.78%
154,757
+5,697
16
$8.09M 1.49%
115,173
-2,508
17
$7.99M 1.47%
143,734
+65,842
18
$7.81M 1.44%
49,984
+588
19
$7.68M 1.42%
127,844
+147
20
$7.09M 1.31%
15,771
+84
21
$6.9M 1.27%
110,710
+30,484
22
$6.68M 1.23%
32,678
+1,420
23
$6.41M 1.18%
189,243
-1,570
24
$5.73M 1.06%
103,988
-61,134
25
$5.68M 1.05%
210,729
-9,578
1
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