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
$95.9M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Sells

1 +$2.1M
2 +$1.89M
3 +$1.68M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.42M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$1.08M

Sector Composition

1 Technology 9.27%
2 Financials 5.79%
3 Healthcare 4.89%
4 Consumer Discretionary 4.5%
5 Energy 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,902
127
-3,631
128
-9,919
129
-801
130
-10,175
131
-4,279
132
-1,957
133
-2,047
134
-2,872