PWMG

Pioneer Wealth Management Group Portfolio holdings

AUM $357M
1-Year Est. Return 13.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.06M
3
+$3.94M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.33M

Top Sells

1
+$387K
2
+$367K
3
+$333K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$227K
5
VB icon
Vanguard Small-Cap ETF
VB
+$177K

Sector Composition

1 Technology 1.35%
2 Industrials 0.38%
3 Financials 0.19%
4 Communication Services 0.08%
5 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.38%
19,845
+2,019
27
$1.12M 0.36%
4,478
+967
28
$1.09M 0.35%
3,318
+453
29
$1.06M 0.34%
21,016
-4,497
30
$924K 0.3%
15,396
+1,964
31
$670K 0.22%
18,627
+2,302
32
$581K 0.19%
1,156
-2
33
$579K 0.19%
3,975
34
$551K 0.18%
2,953
-2,222
35
$538K 0.17%
9,925
+1,083
36
$484K 0.16%
2,047
+17
37
$479K 0.15%
14,618
38
$427K 0.14%
1,421
-82
39
$404K 0.13%
780
+283
40
$388K 0.13%
634
+7
41
$378K 0.12%
1,752
+211
42
$373K 0.12%
1,574
+39
43
$348K 0.11%
14,390
+2,813
44
$301K 0.1%
7,249
+275
45
$268K 0.09%
2,407
+33
46
$268K 0.09%
+359
47
$265K 0.09%
+2,000
48
$256K 0.08%
+1,051
49
$256K 0.08%
+5,105
50
$240K 0.08%
+854
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