PSW

Portfolio Strategies (Washington) Portfolio holdings

AUM $50.1M
1-Year Est. Return 11.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.94%
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
+$5.12M
3
+$3.73M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$2.71M
5
DDM icon
ProShares Ultra Dow30
DDM
+$2.65M

Top Sells

1
+$6.53M
2
+$6.14M
3
+$4.65M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$4.36M
5
MDY icon
State Street 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
– –
-2,797,920
55
– –
-70,599
56
– –
-35,316
57
– –
-2,691
1 2
3