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
$79.5M
AUM Growth
-$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$4.22M
3
+$3.84M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.83M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.34M

Top Sells

1
+$9.29M
2
+$5.11M
3
+$5.05M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$4.27M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.97M

Sector Composition

1 Technology 0.11%
2 Consumer Staples 0.06%
3 Industrials 0.03%
4 Healthcare 0.01%
5 Materials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7K 0.01%
133
52
$7K 0.01%
87
-5,610
53
$7K 0.01%
200
54
$6K 0.01%
400
55
$5K 0.01%
200
56
$5K 0.01%
95
57
$5K 0.01%
315
58
$5K 0.01%
400
59
$4K 0.01%
42
-5,216
60
$4K 0.01%
200
61
$4K 0.01%
204
62
$4K 0.01%
67
63
$4K 0.01%
50
64
$4K 0.01%
69
+3
65
$3K ﹤0.01%
32
+2
66
$2K ﹤0.01%
47
67
$2K ﹤0.01%
133
68
$2K ﹤0.01%
21
69
$2K ﹤0.01%
460
70
$1K ﹤0.01%
44
71
$1K ﹤0.01%
200
72
– –
-15,225
73
– –
-26,678
74
– –
-50
75
– –
-3,139
1 2
3
4 5