PWS
Precision Wealth Strategies Portfolio holdings
AUM
$308M
This Quarter Return
+10.91%
1 Year Return
+24.58%
3 Year Return
+49.1%
5 Year Return
–
10 Year Return
–
AUM
$308M
AUM Growth
+$308M
(+136%)
Cap. Flow
+$161M
Cap. Flow
% of AUM
52.42%
Top 10 Holdings %
Top 10 Hldgs %
39.91%
Holding
194
New
93
Increased
50
Reduced
30
Closed
17
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$38.4M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$11.7M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$11.3M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$9.1M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$7.45M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$6.09M |
| 2 |
Broadcom
AVGO
|
$2.96M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.66M |
| 4 |
Applovin
APP
|
$1.21M |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
$800K |
Sector Composition
| 1 | Technology | 8.98% |
| 2 | Communication Services | 6.6% |
| 3 | Industrials | 4.95% |
| 4 | Financials | 4.53% |
| 5 | Consumer Discretionary | 3.84% |
