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
$129M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$4.99M
2 +$4.21M
3 +$1.66M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$1.43M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.26M

Sector Composition

1 Technology 12.84%
2 Financials 8.04%
3 Healthcare 6.56%
4 Consumer Discretionary 4.53%
5 Communication Services 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,659
127
-3,508
128
-1,041
129
-2,956
130
-5,600
131
-742
132
-1,292
133
-5,910
134
-6,677
135
-23,059
136
-6,293
137
-2,705
138
-8,927
139
-109,055