PacWest Financial Management Inc 13F Holdings
CIK 0001304762 · PHOENIX, AZ
As of Dec 31, 2016, PacWest Financial Management Inc reported 82 positions worth
CIK 0001304762 · PHOENIX, AZ
As of Dec 31, 2016, PacWest Financial Management Inc reported 82 positions worth
.7M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 96,315 | $76.4K | 4.53% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 88,253 | $75.6K | 4.48% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 49,368 | $67.9K | 4.02% |
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | IHDG | — | 227,895 | $60.1K | 3.56% |
| MICROSOFT CORP | MSFT | Technology | 77,251 | $48.0K | 2.84% |
| WISDOMTREE EUROPE HEDGED EQUITY FUND | HEDJ | — | 81,417 | $46.7K | 2.77% |
| GE AEROSPACE | — | — | 123,992 | $39.2K | 2.32% |
| ISHARES CORE S&P 500 ETF | IVV | — | 17,237 | $38.8K | 2.30% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 70,319 | $37.5K | 2.22% |
| TJX COMPANIES INC | TJX | Consumer Cyclical | 49,050 | $36.9K | 2.18% |
| APPLE INC | AAPL | Technology | 30,979 | $35.9K | 2.12% |
| INTEL CORP | INTC | Technology | 97,942 | $35.5K | 2.10% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 62,160 | $32.8K | 1.94% |
| CISCO SYSTEMS INC | CSCO | Technology | 104,618 | $31.6K | 1.87% |
| GENERAL MILLS INC | GIS | Consumer Defensive | 48,830 | $30.2K | 1.79% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 25,098 | $28.9K | 1.71% |
| BLACKROCK INC | BLK | Financial Services | 7,532 | $28.7K | 1.70% |
| V F CORP | VFC | Consumer Cyclical | 52,532 | $28.0K | 1.66% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 33,229 | $27.9K | 1.65% |
| HOME DEPOT INC | HD | Consumer Cyclical | 20,601 | $27.6K | 1.64% |
| 3M CO | MMM | Industrials | 14,885 | $26.6K | 1.57% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 15,390 | $25.1K | 1.49% |
| WELLS FARGO & COMPANY | WFC | Financial Services | 44,534 | $24.5K | 1.45% |
| US BANCORP | USB | Financial Services | 46,025 | $23.6K | 1.40% |
| ROYAL BANK OF CANADA | RY | Financial Services | 33,490 | $22.7K | 1.34% |