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
$200M
AUM Growth
-$809K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$297K
3
+$277K
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$273K
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$235K

Top Sells

1
+$2.58M
2
+$2.16M
3
+$95.2K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$35.7K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$12.6K

Sector Composition

1 Materials 0.27%
2 Technology 0.21%
3 Consumer Discretionary 0.14%
4 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$902K 0.45%
18,628
+348
27
$811K 0.41%
16,252
28
$803K 0.4%
2,771
29
$613K 0.31%
23,995
+9,183
30
$541K 0.27%
2,105
31
$439K 0.22%
7,546
+725
32
$429K 0.21%
3,892
+248
33
$426K 0.21%
3,530
34
$398K 0.2%
7,889
35
$340K 0.17%
8,307
36
$282K 0.14%
1,285
37
$274K 0.14%
1,015
38
$270K 0.14%
303
39
$261K 0.13%
637
40
$249K 0.12%
7,358
41
$220K 0.11%
5,800
1
2