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
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$916K

Top Sells

1
+$4.72M
2
+$3.35M
3
+$1.15M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$943K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$559K

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
– –
-1,313
102
– –
-10,860
103
– –
-3,052
1 2 3 4
5