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
76
– –
-600
77
– –
-1,384
78
– –
-1,709
79
– –
-1,200
80
– –
-11,150
81
– –
-712
82
– –
-12,842
83
– –
-31,835
84
– –
-15,679
85
– –
-34,672
86
– –
-8,301
1 2 3
4