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
$70.6M
AUM Growth
-$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.13M
3
+$4.4M
4
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$3.68M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$3.15M

Top Sells

1
+$7.78M
2
+$4.22M
3
+$3.83M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.56M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.39M

Sector Composition

1 Industrials 0.04%
2 Healthcare 0.02%
3 Technology 0.01%
4 Real Estate 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
$6K 0.01%
200
53
$6K 0.01%
400
54
$5K 0.01%
200
55
$5K 0.01%
95
56
$5K 0.01%
+35
57
$5K 0.01%
315
58
$5K 0.01%
400
59
$4K 0.01%
204
60
$4K 0.01%
67
61
$4K 0.01%
50
62
$4K 0.01%
69
63
$3K ﹤0.01%
32
64
$3K ﹤0.01%
200
65
$2K ﹤0.01%
47
66
$2K ﹤0.01%
133
67
$2K ﹤0.01%
21
68
$2K ﹤0.01%
460
69
$1K ﹤0.01%
44
70
$1K ﹤0.01%
200
71
– –
-859
72
– –
-300
73
– –
-403
74
– –
-8,189
75
– –
0
1 2
3
4