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
$161M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$6.35M
3
+$5.36M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2.25M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.67M

Top Sells

1
+$1.75M
2
+$1.73M
3
+$1.47M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.38M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.14M

Sector Composition

1 Materials 0.45%
2 Technology 0.15%
3 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$568K 0.35%
7,721
-483
27
$487K 0.3%
10,158
-15,744
28
$393K 0.24%
9,570
+1,342
29
$296K 0.18%
2,524
-303
30
$268K 0.17%
8,329
31
$268K 0.17%
1,571
-68
32
$247K 0.15%
4,495
33
$242K 0.15%
+919
34
$238K 0.15%
+1,004
35
$230K 0.14%
+2,082
36
$230K 0.14%
664
-142
37
$212K 0.13%
4,433
38
– –
-11,199
39
– –
-81,609
1
2