PWS
Proactive Wealth Strategies Portfolio holdings
AUM
$532M
1-Year Est. Return
21.29%
This Fund
S&P 500
1 Year Est. Return
+21.29%
AUM
$532M
AUM Growth
+$280M
(+111%)
Holding
210
Top Buys
| 1 | +$19.1M | |
| 2 | +$12.8M | |
| 3 | +$9.3M | |
| 4 |
Sprott Physical Silver Trust
PSLV
|
+$7.79M |
| 5 |
Apple
AAPL
|
+$7.05M |
Sector Composition
| 1 | Technology | 13.9% |
| 2 | Communication Services | 4.36% |
| 3 | Consumer Staples | 3.87% |
| 4 | Consumer Discretionary | 3.81% |
| 5 | Healthcare | 3.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Invesco Total Return Bond ETF
GTO
$2.27B
| $203K | 0.04% |
+4,343
|
|
||
202
PPG Industries
PPG
$24.4B
| $203K | 0.04% |
+1,896
|
|
||
203
Blackrock
BLK
$169B
| $202K | 0.04% |
+211
|
|
||
204
Fidelity High Dividend ETF
FDVV
$9.25B
| $201K | 0.04% |
+3,644
|
|
||
205
Harbor Ares Systematic High Yield ETF
SIHY
$143M
| $200K | 0.04% |
+4,468
|
|
||
|
USAR
206
USA Rare Earth Inc
USAR
$5.88B
| $191K | 0.04% |
+12,600
|
|
||
207
AMC Entertainment Holdings
AMC
$1.11B
| $179K | 0.03% |
182,948
+91,474
|
|
||
208
Invesco Preferred ETF
PGX
$3.94B
| $153K | 0.03% |
+14,077
|
|
||
209
Cardiff Oncology
CRDF
$112M
| $32.4K | 0.01% |
20,000
+10,000
|
|
||
210
EVgo
EVGO
$277M
| $17.2K | ﹤0.01% |
+10,000
|
|