PWS
Physician Wealth Solutions Portfolio holdings
AUM
$216M
This Quarter Return
-3.11%
1 Year Return
+9.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(-0.4%)
Cap. Flow
+$2.61M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
68.97%
Holding
41
New
–
Increased
21
Reduced
4
Closed
–
Top Buys
Top Sells
| 1 |
Dimensional US Small Cap Value ETF
DFSV
|
$95.2K |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$35.7K |
| 3 |
Avantis US Equity ETF
AVUS
|
$12.6K |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
$223 |
Sector Composition
| 1 | Materials | 0.27% |
| 2 | Technology | 0.21% |
| 3 | Consumer Discretionary | 0.14% |
| 4 | Communication Services | 0.14% |
