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PWSG

Pacific Wealth Strategies Group Portfolio holdings

AUM $160M
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$570K
2
+$379K
3
+$357K
4
WMT icon
Walmart Inc
WMT
+$308K
5
NOW icon
ServiceNow
NOW
+$288K

Top Sells

1
+$302K
2
+$211K
3
+$132K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$97.2K
5
GS icon
Goldman Sachs
GS
+$68.9K

Sector Composition

1 Technology 22.54%
2 Financials 7.4%
3 Communication Services 5.96%
4 Consumer Discretionary 5.18%
5 Healthcare 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$351K 0.22%
698
+150
52
$318K 0.2%
+3,090
53
$283K 0.17%
+1,540
54
$268K 0.16%
289
55
$254K 0.16%
770
56
$226K 0.14%
+6,911
57
$226K 0.14%
2,000
58
$221K 0.14%
+955
59
$212K 0.13%
940
60
$116K 0.07%
10,000
61
$107K 0.07%
13,000
+3,000
62
$98.2K 0.06%
10,045
63
$82.6K 0.05%
10,000
64
$73K 0.04%
13,600
1 2
3