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
$103M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$1.87M
3 +$1.07M
4
BSX icon
Boston Scientific
BSX
+$956K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$916K

Sector Composition

1 Technology 10.53%
2 Financials 4.88%
3 Consumer Discretionary 4.48%
4 Industrials 4.34%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$227K 0.22%
+395
77
$220K 0.21%
+2,715
78
$211K 0.21%
+3,371
79
$209K 0.2%
+1,374
80
$208K 0.2%
+17,962
81
$206K 0.2%
5,210
-34
82
$205K 0.2%
+9,493
83
$204K 0.2%
+8,615
84
$202K 0.2%
+2,859
85
$202K 0.2%
+6,073
86
$184K 0.18%
+21,724
87
$174K 0.17%
14,048
+3,909
88
$146K 0.14%
11,988
89
$79.3K 0.08%
13,861
+258
90
$74.1K 0.07%
15,206
+371
91
-3,052
92
-10,860
93
-1,313
94
-997
95
-4,120
96
-67,146
97
-2,533
98
-1,318
99
-25,443
100
-53,682