PWS
Precision Wealth Strategies Portfolio holdings
AUM
$308M
1-Year Est. Return
21.88%
1 Year Est. Return
+21.88%
AUM
$308M
AUM Growth
+$223K
(+0.07%)
Holding
214
Top Buys
| 1 | +$2.42M | |
| 2 | +$2.4M | |
| 3 | +$2.06M | |
| 4 |
Angel Oak UltraShort Income ETF
UYLD
|
+$2.01M |
| 5 |
Palantir
PLTR
|
+$1.83M |
Top Sells
| 1 | +$8.12M | |
| 2 | +$4.5M | |
| 3 | +$3.14M | |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$2.6M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$2.2M |
Sector Composition
| 1 | Technology | 10.89% |
| 2 | Communication Services | 8.58% |
| 3 | Industrials | 6.17% |
| 4 | Financials | 4.64% |
| 5 | Healthcare | 3.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
PepsiCo
PEP
$205B
| – | – |
-1,536
|
|
||
202
Pilgrim's Pride
PPC
$9.28B
| – | – |
-11,802
|
|
||
203
Protagonist Therapeutics
PTGX
$5.43B
| – | – |
-14,339
|
|
||
204
P10
PX
$1.05B
| – | – |
-13,606
|
|
||
205
Red Violet
RDVT
$766M
| – | – |
-18,609
|
|
||
206
RELX
RELX
$72.4B
| – | – |
-3,847
|
|
||
207
Revolve Group
RVLV
$1.79B
| – | – |
-15,322
|
|
||
208
Ryan Specialty Holdings
RYAN
$7.54B
| – | – |
-9,233
|
|
||
209
ServisFirst Bancshares
SFBS
$3.96B
| – | – |
-7,889
|
|
||
210
SPS Commerce
SPSC
$3.08B
| – | – |
-2,378
|
|
||
211
Triumph Financial Inc
TFIN
$1.34B
| – | – |
-5,874
|
|
||
212
VSE Corp
VSEC
$4.16B
| – | – |
-5,789
|
|
||
213
Vanguard Total Stock Market ETF
VTI
$564B
| – | – |
-1,553
|
|
||
|
OS
214
OneStream Inc
OS
$3.9B
| – | – |
-27,998
|
|