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
$63.8M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.92M
3
+$1.81M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$1.75M
5
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$1.5M

Top Sells

1
+$6.61M
2
+$4.84M
3
+$3.52M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.92M
5
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$2.19M

Sector Composition

1 Technology 7.91%
2 Financials 7.06%
3 Energy 6.14%
4 Consumer Discretionary 3.15%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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