Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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The index utilizes a systematic risk management strategy that directs the index's exposure to U.S. equity securities, U.S. Treasury securities, or a mix of each. The Advisor attempts to invest all, or substantially all, of its assets in the component securities that make up (i) the component securities of the index or (ii) ETFs that seek to track the performance of some or all of the component securities of the index in the same approximate weight as such component securities. more
Time Frame | PWS | S&P500 |
---|---|---|
1-Week Return | 0.79% | 1.6% |
1-Month Return | 0.72% | 1.66% |
3-Month Return | 3.96% | 3.86% |
6-Month Return | 4.4% | 9.59% |
1-Year Return | 14.21% | 23.47% |
3-Year Return | 4.09% | 42.73% |
5-Year Return | 28.07% | 81.29% |
10-Year Return | 28.55% | 192.65% |
Time Frame | PWS | S&P500 |
---|---|---|
1-Week Return | 50.73% | 128.80% |
1-Month Return | 9.12% | 22.18% |
3-Month Return | 17.06% | 16.60% |
6-Month Return | 9.12% | 20.41% |
1-Year Return | 14.21% | 23.47% |
3-Year Return | 1.35% | 12.59% |
5-Year Return | 5.07% | 12.64% |
10-Year Return | 2.54% | 11.34% |
Stock name | Ticker | Weight |
---|---|---|
| AMZN | 9.04% |
| TSLA | 3.3% |
| BRK.B | 2.49% |
| NEE | 2.32% |
| META | 2.26% |
| JPM | 2.22% |
| NFLX | 1.79% |
| V | 1.73% |
| CEG | 1.68% |
| SO | 1.55% |
Sector | Weight |
---|---|
Consumer discretionary | 23.41% |
Utilities | 20.59% |
Financials | 20.59% |
Industrials | 17.92% |
Information Technology | 10.31% |
All Others | 7.17% |