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
$127M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$591K
2 +$275K
3 +$143K
4
PM icon
Philip Morris
PM
+$90.7K
5
COP icon
ConocoPhillips
COP
+$89.1K

Sector Composition

1 Industrials 9.7%
2 Communication Services 9.5%
3 Technology 7.05%
4 Consumer Staples 6.75%
5 Financials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$197K 0.16%
15,000
77
$71K 0.06%
10,796
78
$41K 0.03%
13,839