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

Top Buys

1
+$6.13M
2
+$5.15M
3
+$4.45M
4
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$3.63M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$3.05M

Top Sells

1
+$7.78M
2
+$4.22M
3
+$3.83M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.51M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.38M

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
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-8,189
77
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0
78
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-600
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-1,384
80
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-1,709
81
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-1,200
82
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-11,150
83
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-712
84
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-12,842
85
– –
-31,835
86
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-3,136
1 2 3
4