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
$131M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.24M
3
+$3.21M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.35M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$942K

Top Sells

1
+$942K
2
+$854K
3
+$633K
4
VB icon
Vanguard Small-Cap ETF
VB
+$601K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$495K

Sector Composition

1 Materials 0.55%
2 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$585K 0.45%
16,794
+1,707
27
$575K 0.44%
11,085
+2,084
28
$572K 0.44%
8,204
-2,834
29
$452K 0.34%
11,199
-5,488
30
$323K 0.25%
8,228
-1,085
31
$320K 0.24%
2,827
-30
32
$260K 0.2%
8,329
33
$255K 0.19%
1,639
-43
34
$244K 0.19%
806
+55
35
$232K 0.18%
4,495
36
$227K 0.17%
4,433
37
– –
-6,243
1
2