PWS

Physician Wealth Solutions Portfolio holdings

AUM $242M
1-Year Est. Return 15.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$861K
3
+$476K
4
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$439K
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$266K

Top Sells

1
+$355K
2
+$195K
3
+$166K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$159K
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$153K

Sector Composition

1 Materials 0.28%
2 Technology 0.25%
3 Communication Services 0.16%
4 Consumer Discretionary 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.59%
52,448
-25
27
$950K 0.41%
2,896
28
$829K 0.36%
8,130
29
$828K 0.36%
16,356
30
$781K 0.34%
15,241
31
$771K 0.34%
16,067
-7,471
32
$730K 0.32%
9,245
33
$648K 0.28%
2,105
34
$571K 0.25%
3,530
35
$473K 0.21%
8,038
36
$442K 0.19%
+8,200
37
$405K 0.18%
7,897
+4
38
$373K 0.16%
3,378
39
$371K 0.16%
8,307
40
$363K 0.16%
3,030
41
$312K 0.14%
1,015
42
$306K 0.13%
3,822
43
$282K 0.12%
1,285
44
$246K 0.11%
5,800
45
$236K 0.1%
6,238
46
$228K 0.1%
3,977
-382
1
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