PWMG

Pioneer Wealth Management Group Portfolio holdings

AUM $310M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$13M
3
+$9.01M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$7.38M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$6.12M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$681K 0.64%
+15,491
27
$613K 0.58%
+24,111
28
$468K 0.44%
+9,324
29
$464K 0.44%
+11,893
30
$459K 0.43%
+13,443
31
$418K 0.39%
+3,967
32
$270K 0.25%
+1,775
33
$255K 0.24%
+807
1
2