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
$87M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.09M
3
+$5.16M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$5.11M
5
SSO icon
ProShares Ultra S&P500
SSO
+$4.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.1%
2 Consumer Staples 0.06%
3 Industrials 0.03%
4 Real Estate 0.03%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3K ﹤0.01%
+30
77
$3K ﹤0.01%
+200
78
$3K ﹤0.01%
+204
79
$3K ﹤0.01%
+67
80
$3K ﹤0.01%
+50
81
$3K ﹤0.01%
+66
82
$2K ﹤0.01%
+47
83
$2K ﹤0.01%
+150
84
$2K ﹤0.01%
+133
85
$2K ﹤0.01%
+21
86
$2K ﹤0.01%
+460
87
$1K ﹤0.01%
+44
88
$1K ﹤0.01%
+200
89
– –
0
1 2 3
4