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
$87.8M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.84M
3
+$7.8M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$7.55M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.95M

Top Sells

1
+$6.07M
2
+$5.98M
3
+$4.73M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.71M
5
RWM icon
ProShares Short Russell2000
RWM
+$4.09M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,444
52
– –
-44,162
53
– –
-2,661
54
– –
-207
55
– –
-41,316
56
– –
-126,240
57
– –
-10,086
58
– –
-1,265,808
59
– –
-993
60
– –
-38,497
61
– –
-31
62
– –
-9,568
1 2
3