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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
$308M
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$11.6M
3
+$11.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.65M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$7.33M

Top Sells

1
+$4.85M
2
+$2.33M
3
+$1.54M
4
APP icon
Applovin
APP
+$1.12M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$786K

Sector Composition

1 Technology 8.98%
2 Communication Services 6.6%
3 Industrials 4.95%
4 Financials 4.53%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$50.4K 0.02%
2,400
177
$49.6K 0.02%
24,800
+227
178
– –
-8,990
179
– –
-3,322
180
– –
-2,724
181
– –
-3,319
182
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-7,514
183
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-11,686
184
– –
-24,627
185
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-20,906
186
– –
-2,415
187
– –
-2,345
188
– –
-2,534
189
– –
-2,897
190
– –
-25,874
191
– –
-4,039
192
– –
-90,418
193
– –
-9,321
194
– –
-5,610
4 5 6 7
8