PFM
PacWest Financial Management Portfolio holdings
AUM
$1.69B
This Quarter Return
+1.19%
1 Year Return
+8.84%
3 Year Return
+19.16%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(+0.35%)
Cap. Flow
+$414K
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
27.07%
Holding
93
New
7
Increased
50
Reduced
24
Closed
5
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$4.11M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$678K |
| 3 |
Hershey
HSY
|
$678K |
| 4 |
Apple
AAPL
|
$669K |
| 5 |
Verizon
VZ
|
$354K |
Top Sells
| 1 |
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
|
$2.49M |
| 2 |
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
|
$1.99M |
| 3 |
Walmart
WMT
|
$1.41M |
| 4 |
LKQ Corp
LKQ
|
$1.38M |
| 5 |
IBM
IBM
|
$846K |
Sector Composition
| 1 | Healthcare | 15.69% |
| 2 | Technology | 15.58% |
| 3 | Financials | 11.94% |
| 4 | Consumer Staples | 9.96% |
| 5 | Consumer Discretionary | 9.76% |
