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
$147M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.7M
3
+$2.42M
4
T icon
AT&T
T
+$2.29M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.6M

Top Sells

1
+$4.79M
2
+$4.37M
3
+$2.85M
4
CVX icon
Chevron
CVX
+$2.72M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.52M

Sector Composition

1 Technology 15.38%
2 Communication Services 12.96%
3 Consumer Discretionary 6.7%
4 Industrials 6.07%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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88
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