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
$119M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2M
3
+$1.69M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.67M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.58M

Top Sells

1
+$285K
2
+$206K
3
+$54.3K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$48.4K
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$47.8K

Sector Composition

1 Technology 0.54%
2 Materials 0.48%
3 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$723K 0.61%
2,783
+3
27
$690K 0.58%
14,414
-4,302
28
$648K 0.54%
3,590
29
$611K 0.51%
24,030
+8,768
30
$574K 0.48%
2,105
31
$356K 0.3%
3,221
-438
32
$353K 0.3%
6,087
-935
33
$340K 0.29%
8,307
34
$251K 0.21%
4,978
35
$243K 0.2%
1,015
36
$232K 0.19%
+1,286
37
$219K 0.18%
637
-32
38
$207K 0.17%
8,126
+202
1
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