PWMG
Pioneer Wealth Management Group Portfolio holdings
AUM
$357M
1-Year Est. Return
13.24%
This Fund
S&P 500
1 Year Est. Return
+13.24%
AUM
$357M
AUM Growth
+$27.2M
(+8.3%)
Holding
55
Top Buys
| 1 | +$7.11M | |
| 2 | +$4.99M | |
| 3 | +$4.34M | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$4.03M |
| 5 |
Schwab US REIT ETF
SCHH
|
+$2.33M |
Top Sells
| 1 | +$1.05M | |
| 2 | +$554K | |
| 3 | +$490K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$449K |
| 5 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$400K |
Sector Composition
| 1 | Technology | 0.89% |
| 2 | Industrials | 0.25% |
| 3 | Communication Services | 0.09% |
| 4 | Consumer Discretionary | 0.06% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional US High Profitability ETF
DUHP
$11.1B
| – | – |
-9,308
|
|
||
|
52
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.5B
| – | – |
-8,350
|
|
||
53
Dimensional Inflation-Protected Securities ETF
DFIP
$1.08B
| – | – |
-25,279
|
|
||
54
Dimensional US Real Estate ETF
DFAR
$1.65B
| – | – |
-24,176
|
|
||
|
55
Berkshire Hathaway Class B
BRK.B
$1.02T
| – | – |
-893
|
|