PSW
Portfolio Strategies (Washington) Portfolio holdings
AUM
$50.1M
This Quarter Return
+3.91%
1 Year Return
+11.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$87M
AUM Growth
–
Cap. Flow
+$87M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.8%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$13.7M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$9.09M |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$5.16M |
| 4 |
SPDR S&P Retail ETF
XRT
|
$5.11M |
| 5 |
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% |
