PWS

Precision Wealth Strategies Portfolio holdings

AUM $308M
1-Year Est. Return 21.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$2.42M
3
+$1.93M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.16M
5
NVDA icon
NVIDIA
NVDA
+$1.09M

Top Sells

1
+$590K
2
+$578K
3
+$536K
4
TGTX icon
TG Therapeutics
TGTX
+$530K
5
IDCC icon
InterDigital
IDCC
+$528K

Sector Composition

1 Technology 13.27%
2 Communication Services 8.39%
3 Financials 6.53%
4 Industrials 6.34%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$56.6K 0.04%
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