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
$152M
AUM Growth
-$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$4.05M
3 +$418K
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$393K
5
INTU icon
Intuit
INTU
+$260K

Sector Composition

1 Healthcare 5.6%
2 Technology 0.86%
3 Industrials 0.74%
4 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-35,010
27
-11,728
28
-3,489
29
-5,310