PWS
Precision Wealth Strategies Portfolio holdings
AUM
$308M
This Quarter Return
-0.59%
1 Year Return
+24.58%
3 Year Return
+49.1%
5 Year Return
–
10 Year Return
–
AUM
$61.1M
AUM Growth
+$61.1M
(-4.2%)
Cap. Flow
-$1.4M
Cap. Flow
% of AUM
-2.29%
Top 10 Holdings %
Top 10 Hldgs %
62.25%
Holding
75
New
3
Increased
6
Reduced
52
Closed
11
Top Buys
Top Sells
| 1 |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
|
$563K |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$424K |
| 3 |
Autohome
ATHM
|
$371K |
| 4 |
Pfizer
PFE
|
$257K |
| 5 |
SPS Commerce
SPSC
|
$242K |
Sector Composition
| 1 | Technology | 7.96% |
| 2 | Financials | 6.59% |
| 3 | Energy | 5.33% |
| 4 | Consumer Discretionary | 3.07% |
| 5 | Healthcare | 1.79% |
