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
101
-10,142
102
-2,582
103
-2,314