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PWMG
Pioneer Wealth Management Group Portfolio holdings
AUM
$414M
1-Year Est. Return
15.58%
This Fund
S&P 500
This Quarter
Est. Return
+8.43%
1 Year Est. Return
+15.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$414M
AUM Growth
+$57.4M
(+16%)
Cap. Flow
+$28.2M
Cap. Flow
% of AUM
6.81%
Top 10 Holdings %
Top 10 Hldgs %
83.33%
Holding
55
New
5
Increased
28
Reduced
16
Closed
–
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$5.77M |
| 2 |
Dimensional US Core Equity Market ETF
DFAU
|
+$4.59M |
| 3 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$3.98M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$2.72M |
| 5 |
Apple
AAPL
|
+$1.9M |
Top Sells
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$1.05M |
| 2 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$843K |
| 3 |
Vanguard Large-Cap ETF
VV
|
+$244K |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$224K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$217K |
Sector Composition
| 1 | Technology | 1.54% |
| 2 | Industrials | 0.24% |
| 3 | Communication Services | 0.17% |
| 4 | Financials | 0.06% |
| 5 | Consumer Discretionary | 0.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional US Large Cap Value ETF
DFLV
$6.53B
| $248K | 0.06% |
6,276
| – | – |
|
52
Salesforce
CRM
$137B
| $242K | 0.06% |
1,544
+4
| +0.3% | +$703 |
|
53
Berkshire Hathaway Class B
BRK.B
$1.06T
| $232K | 0.06% |
+464
| New | +$223K |
|
54
Alphabet (Google) Class A
GOOGL
$4.39T
| $211K | 0.05% |
+589
| New | +$212K |
|
55
Home Depot
HD
$337B
| $209K | 0.05% |
593
-41
| -6% | -$13.3K |
|
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