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
$106M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.19M
3
+$3.9M
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$2.78M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.51M

Top Sells

1
+$10.7M
2
+$6.76M
3
+$5.23M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$2.46M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.44M

Sector Composition

1 Technology 11.1%
2 Industrials 7.32%
3 Financials 6.11%
4 Consumer Discretionary 6.02%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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