PWS

Precision Wealth Strategies Portfolio holdings

AUM $308M
1-Year Est. Return 21.88%
This Quarter Est. Return
1 Year Est. Return
+21.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$39.4M
2 +$8.68M
3 +$8.43M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.76M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.26%
2 Financials 2.69%
3 Healthcare 2.07%
4 Consumer Discretionary 2.05%
5 Consumer Staples 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$221K 0.24%
+1,451
52
$219K 0.24%
+999
53
$216K 0.23%
+4,505
54
$213K 0.23%
+566
55
$206K 0.22%
+1,354
56
$156K 0.17%
+11,536
57
$82K 0.09%
+11,077