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
$216M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1 +$5.33M
2 +$2.4M
3 +$1.78M
4
VTES icon
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
+$821K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$802K

Sector Composition

1 Materials 0.25%
2 Technology 0.23%
3 Communication Services 0.19%
4 Consumer Discretionary 0.13%