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
$140M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.8M
3
+$2.77M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.72M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$1.69M

Top Sells

1
+$35.9K
2
+$21.1K
3
+$8.61K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.21K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$726

Sector Composition

1 Technology 0.42%
2 Materials 0.37%
3 Consumer Discretionary 0.18%
4 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.73%
20,541
27
$792K 0.57%
16,326
+1,912
28
$741K 0.53%
2,771
-12
29
$582K 0.42%
3,590
30
$523K 0.37%
2,105
31
$367K 0.26%
3,324
+103
32
$363K 0.26%
6,259
+172
33
$326K 0.23%
8,307
34
$314K 0.22%
12,558
+4,432
35
$253K 0.18%
1,015
36
$252K 0.18%
5,006
+28
37
$249K 0.18%
1,286
38
$238K 0.17%
637
39
$235K 0.17%
+7,358
40
$204K 0.15%
+303
41
$202K 0.14%
+5,800
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