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
$188M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2M
3
+$1.7M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.32M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.22M

Top Sells

1
+$606K
2
+$281K
3
+$272K
4
VTV icon
Vanguard Value ETF
VTV
+$256K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$220K

Sector Composition

1 Materials 0.4%
2 Technology 0.23%
3 Consumer Discretionary 0.2%
4 Energy 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$927K 0.49%
1,853
-206
27
$641K 0.34%
10,938
-11
28
$563K 0.3%
7,820
+61
29
$543K 0.29%
5,913
-6,599
30
$454K 0.24%
9,177
+719
31
$435K 0.23%
1,627
+702
32
$429K 0.23%
1,668
+812
33
$382K 0.2%
1,111
+447
34
$380K 0.2%
8,684
-662
35
$281K 0.15%
8,329
36
$270K 0.14%
4,375
-1,926
37
$239K 0.13%
4,433
38
$238K 0.13%
4,495
39
$227K 0.12%
+3,479
40
$214K 0.11%
+1,856
41
– –
-2,346
42
– –
-1,540
1
2