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Home > Institutional Investor > Pacific Wealth Management > Profile

Instuitional Investor - Pacific Wealth Management

Fund Profile
Filing Period:
Fund Name: Pacific Wealth Management
Portfolio Value $177,102,459
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 154,447 $73,410,341 41.88%
2.
Ishares Tr
 453,957 $21,848,933 12.46%
3.
Ishares Tr
 268,696 $14,461,202 8.25%
4.
Vanguard Scottsdale Funds
 153,363 $12,465,368 7.11%
5.
Ishares Trust
 IEF 98,623 $8,091,067 4.61%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)