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
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$8.92M
3
+$8.04M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$5.75M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$5.64M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.53%
2 Materials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.53M 9.52%
+286,755
2
$8.92M 8.91%
+174,816
3
$8.04M 8.03%
+155,149
4
$5.75M 5.74%
+95,071
5
$5.64M 5.63%
+225,905
6
$5.46M 5.45%
+126,058
7
$5.18M 5.17%
+177,951
8
$4.88M 4.87%
+191,110
9
$3.79M 3.79%
+89,475
10
$3.41M 3.41%
+82,679
11
$3.33M 3.32%
+53,265
12
$3.23M 3.22%
+125,150
13
$3.22M 3.22%
+42,200
14
$3.2M 3.19%
+61,067
15
$3.15M 3.14%
+52,835
16
$2.76M 2.76%
+25,503
17
$2.46M 2.45%
+30,140
18
$2.4M 2.4%
+26,771
19
$2.27M 2.26%
+40,229
20
$2.24M 2.24%
+45,450
21
$2.02M 2.02%
+77,498
22
$1.33M 1.32%
+27,331
23
$1.03M 1.03%
+35,136
24
$1.02M 1.02%
+20,541
25
$966K 0.96%
+52,065
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