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
$232M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$45.5M
3
+$34.5M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$22.3M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$14.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.28%
2 Technology 0.18%
3 Consumer Discretionary 0.09%
4 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$642K 0.28%
+1,206
27
$489K 0.21%
+9,624
28
$412K 0.18%
+1,535
29
$406K 0.17%
+14,618
30
$376K 0.16%
+1,828
31
$310K 0.13%
+9,236
32
$264K 0.11%
+5,842
33
$237K 0.1%
+2,580
34
$228K 0.1%
+2,309
35
$217K 0.09%
+592
36
$207K 0.09%
+402
37
$205K 0.09%
+2,000
38
$202K 0.09%
+7,180
1
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