PWMG
Pioneer Wealth Management Group Portfolio holdings
AUM
$310M
1 Year Est. Return
–
AUM
$310M
AUM Growth
+$40.1M
(+15%)
Holding
52
Top Buys
| 1 | +$4.97M | |
| 2 | +$4.17M | |
| 3 | +$3.98M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.24M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$2.35M |
Top Sells
| 1 | +$415K | |
| 2 | +$380K | |
| 3 | +$340K | |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$228K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$181K |
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 | |
|---|---|---|---|---|---|---|
51
Home Depot
HD
$355B
| $234K | 0.08% |
578
-50
|
|
||
52
Dimensional US Large Cap Value ETF
DFLV
$4.41B
| $206K | 0.07% |
+6,276
|
|