PWS
Precision Wealth Strategies Portfolio holdings
AUM
$308M
This Quarter Return
+6.54%
1 Year Return
+24.58%
3 Year Return
+49.1%
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+12%)
Cap. Flow
+$8.04M
Cap. Flow
% of AUM
6.92%
Top 10 Holdings %
Top 10 Hldgs %
56.62%
Holding
122
New
35
Increased
61
Reduced
15
Closed
10
Top Buys
Top Sells
| 1 |
Aptus Defined Risk ETF
DRSK
|
$5.78M |
| 2 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
$3.12M |
| 3 |
Invesco QQQ Trust
QQQ
|
$2.85M |
| 4 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$1.22M |
| 5 |
Vanguard Utilities ETF
VPU
|
$1.16M |
Sector Composition
| 1 | Technology | 10.47% |
| 2 | Financials | 5.26% |
| 3 | Healthcare | 4.4% |
| 4 | Consumer Discretionary | 3.35% |
| 5 | Communication Services | 3.14% |
