PWS
Precision Wealth Strategies Portfolio holdings
AUM
$308M
This Quarter Return
+1.79%
1 Year Return
+24.58%
3 Year Return
+49.1%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+11%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
10.61%
Top 10 Holdings %
Top 10 Hldgs %
52.98%
Holding
140
New
28
Increased
72
Reduced
17
Closed
21
Top Buys
| 1 |
Real Estate Select Sector SPDR Fund
XLRE
|
$4.99M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$4.21M |
| 3 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$1.66M |
| 4 |
Aptus Defined Risk ETF
DRSK
|
$1.43M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.26M |
Top Sells
Sector Composition
| 1 | Technology | 12.84% |
| 2 | Financials | 8.04% |
| 3 | Healthcare | 6.56% |
| 4 | Consumer Discretionary | 4.53% |
| 5 | Communication Services | 2.56% |
