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
$160M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.7%
2 Communication Services 9.15%
3 Industrials 7.65%
4 Financials 5.79%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$296K 0.19%
4,641
-422
77
$287K 0.18%
3,710
78
$276K 0.17%
1,593
-364
79
$272K 0.17%
10,031
+1,250
80
$225K 0.14%
6,098
81
$203K 0.13%
+1,819
82
$202K 0.13%
+8,500