PSW
Portfolio Strategies (Washington) Portfolio holdings
AUM
$50.1M
This Quarter Return
+1.6%
1 Year Return
+11.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$87.8M
AUM Growth
+$87.8M
(+13%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
12.26%
Top 10 Holdings %
Top 10 Hldgs %
61.49%
Holding
63
New
15
Increased
19
Reduced
11
Closed
17
Top Buys
| 1 |
ProShares Ultra Russell2000
UWM
|
$10.9M |
| 2 |
ProShares Ultra MidCap400
MVV
|
$8.08M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$7.84M |
| 4 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$7.8M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.95M |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$6.07M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$5.98M |
| 3 |
Vanguard Growth ETF
VUG
|
$4.73M |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
$4.71M |
| 5 |
ProShares Short Russell2000
RWM
|
$4.09M |
