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
$199M
AUM Growth
-$684K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Sells

1 +$1.19M
2 +$573K
3 +$506K
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$348K
5
AVRE icon
Avantis Real Estate ETF
AVRE
+$249K

Sector Composition

1 Materials 0.25%
2 Technology 0.18%
3 Communication Services 0.14%
4 Consumer Discretionary 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.13M 0.57%
52,473
-4,398
27
$914K 0.46%
18,319
-309
28
$763K 0.38%
2,775
+4
29
$762K 0.38%
15,241
-1,011
30
$491K 0.25%
2,105
31
$426K 0.21%
7,255
-291
32
$415K 0.21%
3,753
-139
33
$402K 0.2%
7,893
+4
34
$363K 0.18%
3,530
35
$342K 0.17%
8,307
36
$283K 0.14%
303
37
$261K 0.13%
1,015
38
$244K 0.12%
1,285
39
$244K 0.12%
7,358
40
$236K 0.12%
637
41
$208K 0.1%
5,800