PWMG
Pioneer Wealth Management Group Portfolio holdings
AUM
$270M
This Quarter Return
+6.31%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$210M
AUM Growth
+$210M
(+11%)
Cap. Flow
+$9.82M
Cap. Flow
% of AUM
4.68%
Top 10 Holdings %
Top 10 Hldgs %
79.03%
Holding
42
New
2
Increased
17
Reduced
19
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$3.28M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.24M |
| 3 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
$1.19M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
$365K |
| 5 |
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% |
