PWS

Physician Wealth Solutions Portfolio holdings

AUM $229M
1-Year Est. Return 8.6%
This Quarter Est. Return
1 Year Est. Return
+8.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$8.92M
3
+$8.04M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$5.75M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$5.64M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.53%
2 Materials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$889K 0.89%
+18,716
27
$659K 0.66%
+2,780
28
$529K 0.53%
+3,590
29
$478K 0.48%
+2,105
30
$410K 0.41%
+7,022
31
$403K 0.4%
+3,659
32
$373K 0.37%
+15,262
33
$309K 0.31%
+8,307
34
$251K 0.25%
+4,978
35
$221K 0.22%
+1,015
36
$208K 0.21%
+669
37
$206K 0.21%
+7,924
1
2