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
$175M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$5.12M
3
+$4.71M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.38M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.37M

Top Sells

1
+$8.09M
2
+$4.49M
3
+$1.56M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.35M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.27M

Sector Composition

1 Materials 0.45%
2 Technology 0.15%
3 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$978K 0.56%
35,565
+1,123
27
$642K 0.37%
10,949
-53
28
$564K 0.32%
7,759
+38
29
$424K 0.24%
8,458
-1,700
30
$399K 0.23%
6,301
-3,469
31
$390K 0.22%
9,346
-224
32
$281K 0.16%
1,540
-31
33
$272K 0.16%
2,346
-178
34
$267K 0.15%
8,329
35
$260K 0.15%
4,495
36
$258K 0.15%
856
-63
37
$256K 0.15%
4,433
38
$255K 0.15%
664
39
$240K 0.14%
925
-79
40
– –
-2,082
1
2