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
$87.7M
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$5.1M
3
+$3.67M
4
DDM icon
ProShares Ultra Dow30
DDM
+$2.68M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.55M

Top Sells

1
+$6.53M
2
+$6.14M
3
+$4.65M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$4.36M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.93M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-7,421
52
– –
-40,490
53
– –
-22,084
54
– –
-1,398,960
55
– –
-70,599
56
– –
-17,658
57
– –
-2,691
1 2
3