PSW

Portfolio Strategies (Washington) Portfolio holdings

AUM $50.1M
1-Year Est. Return 11.94%
This Quarter Est. Return
1 Year Est. Return
+11.94%
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 0-1 Year 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
101
– –
-82,248
102
– –
-15,225
1 2 3 4
5