PWM

Pacific Wealth Management Portfolio holdings

AUM $199M
1-Year Est. Return 11.53%
This Quarter Est. Return
1 Year Est. Return
+11.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$7.7M
2 +$219K
3 +$209K
4
GD icon
General Dynamics
GD
+$1.72K
5
MSFT icon
Microsoft
MSFT
+$341

Sector Composition

1 Healthcare 5.34%
2 Technology 0.86%
3 Industrials 0.71%
4 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$214K 0.14%
1,837
-500
27
$209K 0.14%
+612
28
-34,509