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
$141M
AUM Growth
-$238K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$821K
2 +$789K
3 +$627K
4
PYPL icon
PayPal
PYPL
+$617K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$437K

Sector Composition

1 Technology 9.54%
2 Communication Services 8.62%
3 Industrials 8.59%
4 Consumer Staples 6.41%
5 Financials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$294K 0.21%
6,589
+112
77
$260K 0.19%
22,271
+7,271
78
$249K 0.18%
+844
79
$234K 0.17%
8,781
80
$232K 0.17%
1,942
-186
81
$152K 0.11%
11,125
-3,500
82
$33K 0.02%
11,639
83
-9,413
84
-5,751