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PEWA

Pacific Excel Wealth Advisors Portfolio holdings

AUM $258M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Sells

1 +$3.45M
2 +$2.98M
3 +$2.42M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.16M
5
CVX icon
Chevron
CVX
+$2.12M

Sector Composition

1 Technology 16.42%
2 Consumer Discretionary 5.35%
3 Financials 5.16%
4 Industrials 4.07%
5 Healthcare 3.92%