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
$70.6M
AUM Growth
-$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.13M
3
+$4.4M
4
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$3.68M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$3.15M

Top Sells

1
+$7.78M
2
+$4.22M
3
+$3.83M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.56M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.39M

Sector Composition

1 Industrials 0.04%
2 Healthcare 0.02%
3 Technology 0.01%
4 Real Estate 0.01%
5 Materials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$301K 0.43%
7,275
-192
27
$223K 0.32%
2,884
+2,797
28
$222K 0.31%
2,664
+2,622
29
$221K 0.31%
2,284
-63
30
$216K 0.31%
+7,064
31
$216K 0.31%
1,701
-44
32
$184K 0.26%
+1,527
33
$183K 0.26%
+3,830
34
$182K 0.26%
+1,652
35
$171K 0.24%
4,190
-43
36
$131K 0.19%
+2,618
37
$128K 0.18%
+3,180
38
$92K 0.13%
1,307
-2,560
39
$90K 0.13%
284
-662
40
$85K 0.12%
1,263
-158
41
$64K 0.09%
471
-13
42
$50K 0.07%
375
-7,404
43
$26K 0.04%
188
44
$18K 0.03%
1,812
45
$18K 0.03%
329
+117
46
$14K 0.02%
269
47
$11K 0.02%
200
48
$11K 0.02%
374
49
$10K 0.01%
200
50
$10K 0.01%
200
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