We are live on ! Find out more
PWS

Precision Wealth Strategies Portfolio holdings

AUM $301M
1-Year Est. Return 21.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.48M
3
+$433K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$339K
5
MPC icon
Marathon Petroleum
MPC
+$308K

Top Sells

1
+$2.43M
2
+$1.76M
3
+$1.51M
4
TGT icon
Target
TGT
+$723K
5
AAPL icon
Apple
AAPL
+$700K

Sector Composition

1 Technology 13.4%
2 Financials 7.5%
3 Consumer Discretionary 5.36%
4 Communication Services 3.9%
5 Healthcare 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$65K 0.06%
+10,796
127
$6K 0.01%
738
-9
128
– –
-498
129
– –
-15,162
130
– –
-10,397
131
– –
-4,348
132
– –
-6,409
133
– –
-2,228
134
– –
-6,185
135
– –
-9,240
136
– –
-13,947
137
– –
-13,796
138
– –
-3,619
139
– –
-3,401
140
– –
-639
141
– –
-306
142
– –
-7,134
143
– –
-24,743
144
– –
-2,134
145
– –
-1,213
146
– –
-7,790
147
– –
-877
148
– –
-3,905
149
– –
-6,956
150
– –
-4,973
3 4 5
6
7