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
$126M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.06M
3
+$1.77M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.01M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$966K

Top Sells

1
+$1.08M
2
+$342K
3
+$217K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$99K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.8K

Sector Composition

1 Materials 0.77%
2 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$757K 0.6%
27,730
+1,681
27
$696K 0.55%
16,687
-5,201
28
$558K 0.44%
15,087
+836
29
$490K 0.39%
9,001
-45
30
$379K 0.3%
9,313
-2,433
31
$329K 0.26%
+2,857
32
$273K 0.22%
1,682
-18
33
$254K 0.2%
+4,433
34
$249K 0.2%
+8,329
35
$239K 0.19%
+4,495
36
$233K 0.19%
751
-56
37
$230K 0.18%
+6,243
1
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