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
$112M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.08M
3
+$1.03M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$452K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$301K

Top Sells

1
+$2.34M
2
+$987K
3
+$833K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$575K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$418K

Sector Composition

1 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$700K 0.62%
26,049
+1,938
27
$505K 0.45%
14,251
+808
28
$484K 0.43%
9,046
-278
29
$475K 0.42%
11,746
-147
30
$262K 0.23%
1,700
-75
31
$238K 0.21%
807
32
– –
-3,967
33
– –
-50,064
1
2