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
$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
1
$79.5M 13.43%
135,032
-3,485
2
$50M 8.45%
725,565
+7,576
3
$21.7M 3.67%
214,120
-5,462
4
$21.5M 3.63%
120,756
+2,435
5
$21.2M 3.59%
726,789
+71,612
6
$19.1M 3.22%
76,187
+1,056
7
$18.8M 3.17%
365,937
-6,241
8
$18.6M 3.14%
144,611
-10,250
9
$17.2M 2.91%
178,120
+30,428
10
$16.4M 2.78%
313,240
+26,865
11
$15.6M 2.64%
386,192
+11,394
12
$12M 2.02%
471,923
+8,440
13
$11M 1.86%
57,586
+2,188
14
$10.5M 1.78%
234,164
-21,299
15
$10.3M 1.75%
147,084
-6,917
16
$9.96M 1.68%
159,909
+3,868
17
$8.8M 1.49%
140,935
+17,863
18
$8.08M 1.37%
145,769
+13,972
19
$7.71M 1.3%
125,746
-584
20
$7.29M 1.23%
45,718
-2,057
21
$7.15M 1.21%
33,612
+928
22
$6.92M 1.17%
104,577
-3,999
23
$6.89M 1.16%
16,347
+467
24
$5.84M 0.99%
43,465
-772
25
$5.74M 0.97%
+60,379
1
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