PWM
Pacific Wealth Management Portfolio holdings
AUM
$199M
1-Year Est. Return
11.53%
1 Year Est. Return
+11.53%
AUM
$199M
AUM Growth
-$3.94M
(-1.9%)
Holding
26
Top Buys
| 1 | +$7.32M | |
| 2 | +$683K | |
| 3 | +$258K | |
| 4 |
Viasat
VSAT
|
+$250K |
| 5 |
Onto Innovation
ONTO
|
+$224K |
Top Sells
| 1 | +$13.2M | |
| 2 | +$9.35M | |
| 3 | +$1.61M | |
| 4 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
+$630K |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$338K |
Sector Composition
| 1 | Healthcare | 6.33% |
| 2 | Technology | 2.47% |
| 3 | Financials | 0.15% |
| 4 | Utilities | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Pacer US Cash Cows 100 ETF
COWZ
$19.3B
| – | – |
-169,710
|
|