PWS
Precision Wealth Strategies Portfolio holdings
AUM
$308M
This Quarter Return
+7.66%
1 Year Return
+24.58%
3 Year Return
+49.1%
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(+2.8%)
Cap. Flow
+$482K
Cap. Flow
% of AUM
0.46%
Top 10 Holdings %
Top 10 Hldgs %
53.68%
Holding
122
New
32
Increased
28
Reduced
36
Closed
22
Top Buys
| 1 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
$11M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
$4.19M |
| 3 |
Angel Oak Income ETF
CARY
|
$3.9M |
| 4 |
Angel Oak UltraShort Income ETF
UYLD
|
$2.78M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.51M |
Top Sells
Sector Composition
| 1 | Technology | 11.1% |
| 2 | Industrials | 7.32% |
| 3 | Financials | 6.11% |
| 4 | Consumer Discretionary | 6.02% |
| 5 | Communication Services | 4.11% |
