PSW

Portfolio Strategies (Washington) Portfolio holdings

AUM $50.1M
1-Year Est. Return 11.92%
This Quarter Est. Return
1 Year Est. Return
+11.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.98M
3
+$5.61M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.73M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.71M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$993K 1.28%
+207
27
$959K 1.24%
+32,633
28
$955K 1.23%
+993
29
$712K 0.92%
+15,462
30
$702K 0.91%
+1,185
31
$627K 0.81%
+5,444
32
$592K 0.77%
+34,745
33
$584K 0.76%
+5,743
34
$574K 0.74%
+11,450
35
$552K 0.71%
+5,189
36
$459K 0.59%
+9,950
37
$439K 0.57%
+6,554
38
$438K 0.57%
+1,599
39
$436K 0.56%
+19,760
40
$433K 0.56%
+11,196
41
$421K 0.54%
+9,568
42
$398K 0.51%
+6,323
43
$348K 0.45%
+313
44
$217K 0.28%
+10,106
45
$210K 0.27%
+214
46
$196K 0.25%
+2,661
47
$193K 0.25%
+3,686
1
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