PWSG
Pacific Wealth Strategies Group Portfolio holdings
AUM
$152M
This Quarter Return
-1.07%
1 Year Return
+14.64%
3 Year Return
+81.07%
5 Year Return
+111.18%
10 Year Return
–
AUM
$270M
AUM Growth
+$270M
(+3.4%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
6.06%
Top 10 Holdings %
Top 10 Hldgs %
42.25%
Holding
91
New
5
Increased
56
Reduced
15
Closed
3
Top Buys
Top Sells
| 1 |
Fastly
FSLY
|
$1.14M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$351K |
| 3 |
CRISPR Therapeutics
CRSP
|
$252K |
| 4 |
NIO
NIO
|
$212K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$52.4K |
Sector Composition
| 1 | Technology | 18.95% |
| 2 | Consumer Discretionary | 6.89% |
| 3 | Communication Services | 6.54% |
| 4 | Financials | 5.54% |
| 5 | Consumer Staples | 3.98% |
