PWS
Precision Wealth Strategies Portfolio holdings
AUM
$308M
This Quarter Return
+1.79%
1 Year Return
+24.58%
3 Year Return
+49.1%
5 Year Return
–
10 Year Return
–
AUM
$96.8M
AUM Growth
+$96.8M
(-8.5%)
Cap. Flow
-$7.04M
Cap. Flow
% of AUM
-7.28%
Top 10 Holdings %
Top 10 Hldgs %
49.37%
Holding
125
New
25
Increased
33
Reduced
40
Closed
22
Top Buys
| 1 |
NVIDIA
NVDA
|
$3.05M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$1.11M |
| 3 |
Microsoft
MSFT
|
$592K |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$483K |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
$474K |
Top Sells
Sector Composition
| 1 | Technology | 13.17% |
| 2 | Industrials | 7.39% |
| 3 | Consumer Discretionary | 7.14% |
| 4 | Financials | 6.83% |
| 5 | Communication Services | 5.44% |
