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
$115M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$2.18M
2 +$1.55M
3 +$850K
4
CSCO icon
Cisco
CSCO
+$615K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$585K

Sector Composition

1 Communication Services 9.54%
2 Industrials 9.2%
3 Consumer Staples 8.71%
4 Technology 7.11%
5 Financials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$37K 0.03%
13,839
77
-24,641
78
-5,510