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
$90M
AUM Growth
+$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$6.87M
3
+$6.53M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$6.14M
5
YPRO
AdvisorShares YieldPro ETF
YPRO
+$5.05M

Top Sells

1
+$8.51M
2
+$7.84M
3
+$7.8M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$6.65M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.58M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-14,840
52
– –
-18,883
53
– –
-16,826
54
– –
-21,130
55
– –
-1,608
56
– –
-20,668
57
– –
-40,656
58
– –
-51,101
59
– –
-10,106
60
– –
-157,082
61
– –
-69,057
1 2
3