PWS
Physician Wealth Solutions Portfolio holdings
AUM
$216M
This Quarter Return
+9.32%
1 Year Return
+9.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.5%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.53% |
| 2 | Materials | 0.48% |
