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
$175M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$18.7M
2 +$12.5M
3 +$3.23M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$330K
5
INTU icon
Intuit
INTU
+$65.6K

Sector Composition

1 Healthcare 5.21%
2 Technology 0.94%
3 Industrials 0.55%
4 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-117,501
27
-38,930
28
-9,462