PFM
PacWest Financial Management Portfolio holdings
AUM
$1.69B
1-Year Est. Return
8.84%
1 Year Est. Return
+8.84%
AUM
$163M
AUM Growth
+$3.27M
(+2%)
Holding
85
Top Buys
| 1 | +$1.44M | |
| 2 | +$1.34M | |
| 3 | +$1.34M | |
| 4 |
Hershey
HSY
|
+$814K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$555K |
Top Sells
| 1 | +$1.59M | |
| 2 | +$1.58M | |
| 3 | +$702K | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$525K |
| 5 |
Waste Management
WM
|
+$349K |
Sector Composition
| 1 | Healthcare | 14.79% |
| 2 | Technology | 12.64% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 7.94% |
| 5 | Consumer Staples | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Total Stock Market ETF
VTI
$549B
| $219K | 0.13% |
1,967
|
|
||
77
Health Care Select Sector SPDR Fund
XLV
$35.7B
| $217K | 0.13% |
3,010
|
|
||
78
Estee Lauder
EL
$36.9B
| $204K | 0.12% |
+2,300
|
|
||
|
TA
79
DELISTED
TravelCenters of America LLC
TA
| $0 | ﹤0.01% |
8,000
|
|
||
80
Alphatec Holdings
ATEC
$2.29B
| – | – |
-8,065
|
|
||
81
Emerson Electric
EMR
$73.4B
| – | – |
-30,255
|
|
||
82
Alphabet (Google) Class A
GOOGL
$3.1T
| – | – |
-19,960
|
|
||
|
83
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| – | – |
-9,900
|
|
||
84
SLB Limited
SLB
$49.9B
| – | – |
-20,110
|
|
||
|
85
Waste Management
WM
$86.8B
| – | – |
-5,266
|
|