PWSG

Pacific Wealth Strategies Group Portfolio holdings

AUM $152M
1-Year Est. Return 14.64%
This Quarter Est. Return
1 Year Est. Return
+14.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.6M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$1.72M
2 +$956K
3 +$776K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$245K
5
PFE icon
Pfizer
PFE
+$204K

Sector Composition

1 Technology 18.31%
2 Financials 8.74%
3 Consumer Discretionary 7.6%
4 Communication Services 6.76%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-59,340