PWS
Proactive Wealth Strategies Portfolio holdings
AUM
$212M
1-Year Return
16.12%
This Quarter Return
+5.08%
1 Year Return
+16.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
–
Cap. Flow
+$180M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.48%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$17M |
| 2 |
First Trust Value Line Dividend Fund
FVD
|
$7.68M |
| 3 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
$6.15M |
| 4 |
NVIDIA
NVDA
|
$6.03M |
| 5 |
Apple
AAPL
|
$4.81M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.5% |
| 2 | Consumer Discretionary | 4.78% |
| 3 | Healthcare | 4% |
| 4 | Communication Services | 3.51% |
| 5 | Financials | 2.87% |
