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
$117M
AUM Growth
+$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$873K
2 +$376K
3 +$275K
4
BMY icon
Bristol-Myers Squibb
BMY
+$249K
5
CELG
Celgene Corp
CELG
+$220K

Top Sells

1 +$1.7M
2 +$1.45M
3 +$383K
4
AAPL icon
Apple
AAPL
+$345K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$234K

Sector Composition

1 Industrials 9.83%
2 Communication Services 9.45%
3 Consumer Staples 7.8%
4 Technology 6.57%
5 Financials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$39K 0.03%
13,839
77
-8,646
78
-5,843