PWS
Precision Wealth Strategies Portfolio holdings
AUM
$301M
1-Year Est. Return
21.71%
This Fund
S&P 500
1 Year Est. Return
+21.71%
AUM
$301M
AUM Growth
-$7.24M
(-2.3%)
Holding
187
Top Buys
| 1 | +$3.68M | |
| 2 | +$3.44M | |
| 3 | +$3.37M | |
| 4 |
Newmont
NEM
|
+$3.18M |
| 5 |
Southern Copper
SCCO
|
+$2.97M |
Top Sells
| 1 | +$5.55M | |
| 2 | +$4.97M | |
| 3 | +$4.43M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$4.03M |
| 5 |
Robinhood
HOOD
|
+$2.89M |
Sector Composition
| 1 | Technology | 11.18% |
| 2 | Industrials | 8.3% |
| 3 | Consumer Discretionary | 5.17% |
| 4 | Healthcare | 5.03% |
| 5 | Communication Services | 4.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Hudbay
HBM
$11.6B
| – | – |
-73,683
|
|
||
177
Gilat Satellite Networks
GILT
$1.3B
| – | – |
-85,129
|
|
||
178
Eldorado Gold
EGO
$8.81B
| – | – |
-20,558
|
|
||
|
CYBR
179
DELISTED
CyberArk
CYBR
| – | – |
-497
|
|
||
180
China Yuchai International
CYD
$2.13B
| – | – |
-25,297
|
|
||
181
Bowman Consulting
BWMN
$552M
| – | – |
-10,934
|
|
||
182
Booking.com
BKNG
$130B
| – | – |
-20,675
|
|
||
183
Aurinia Pharmaceuticals
AUPH
$1.97B
| – | – |
-54,176
|
|
||
184
American Superconductor
AMSC
$2.43B
| – | – |
-8,137
|
|
||
185
ADT
ADT
$5.1B
| – | – |
-67,818
|
|
||
186
Adobe
ADBE
$105B
| – | – |
-615
|
|
||
187
Accenture
ACN
$115B
| – | – |
-1,350
|
|