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
$210M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.07M
3
+$1.85M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.45M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$826K

Top Sells

1
+$3.28M
2
+$3.24M
3
+$1.19M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$365K
5
VV icon
Vanguard Large-Cap ETF
VV
+$290K

Sector Composition

1 Materials 0.39%
2 Technology 0.22%
3 Consumer Discretionary 0.13%
4 Energy 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$979K 0.47%
1,854
+1
27
$766K 0.37%
15,137
-5,494
28
$659K 0.31%
2,327
+700
29
$603K 0.29%
11,427
+2,250
30
$532K 0.25%
7,081
-739
31
$487K 0.23%
10,182
+1,498
32
$457K 0.22%
1,668
33
$311K 0.15%
8,329
34
$294K 0.14%
3,206
-2,707
35
$269K 0.13%
665
-446
36
$261K 0.12%
4,433
37
$256K 0.12%
2,186
+330
38
$246K 0.12%
4,495
39
$244K 0.12%
3,515
+36
40
$217K 0.1%
3,209
-1,166
41
$201K 0.1%
+6,916
42
$201K 0.1%
+1,778
1
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