Instuitional Investor - Pcg Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Pcg Wealth Advisors, Llc |
| Portfolio Value | $395,472,824 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 647,371 | $27,539,152 | 6.96% | |
| 2. | SPY | 30,277 | $19,690,169 | 4.98% | |
| 3. | Invesco Exchange Traded Fd T - S&P MDCP QUALITY | 140,924 | $14,567,287 | 3.68% | |
| 4. | Capital Group Core Balanced | 346,953 | $11,938,661 | 3.02% | |
| 5. | GLD | 24,257 | $10,437,417 | 2.64% |
Hedge Fund Resource Center 
