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PWSG
Pacific Wealth Strategies Group Portfolio holdings
AUM
$160M
1-Year Est. Return
20.52%
This Fund
S&P 500
1 Year Est. Return
+20.52%
AUM
$270M
AUM Growth
+$8.88M
(+3.4%)
Holding
91
Top Buys
| 1 | +$1.2M | |
| 2 | +$1M | |
| 3 | +$1M | |
| 4 |
CHY
Calamos Convertible and High Income Fund
CHY
|
+$988K |
| 5 |
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
|
+$846K |
Top Sells
| 1 | +$1.14M | |
| 2 | +$363K | |
| 3 | +$252K | |
| 4 |
NIO
NIO
|
+$212K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$53.8K |
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% |