PWSG
Pacific Wealth Strategies Group Portfolio holdings
AUM
$152M
This Quarter Return
+3.22%
1 Year Return
+14.64%
3 Year Return
+81.07%
5 Year Return
+111.18%
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+3.1%)
Cap. Flow
+$556K
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
36.57%
Holding
83
New
1
Increased
34
Reduced
42
Closed
3
Top Buys
Top Sells
| 1 |
Kimberly-Clark
KMB
|
$399K |
| 2 |
Kraft Heinz
KHC
|
$397K |
| 3 |
Starbucks
SBUX
|
$367K |
| 4 |
Apple
AAPL
|
$348K |
| 5 |
Norfolk Southern
NSC
|
$319K |
Sector Composition
| 1 | Technology | 9.32% |
| 2 | Communication Services | 9.23% |
| 3 | Industrials | 7.38% |
| 4 | Financials | 6% |
| 5 | Consumer Staples | 5.33% |
