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
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$13M
3
+$9.01M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$7.38M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$6.12M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.2M 12.48%
+580,254
2
$13M 12.24%
+172,629
3
$9.01M 8.49%
+333,485
4
$7.38M 6.96%
+294,891
5
$6.12M 5.76%
+78,945
6
$6.08M 5.73%
+377,352
7
$5.83M 5.49%
+33,457
8
$5.42M 5.1%
+280,900
9
$4.9M 4.61%
+34,875
10
$4.35M 4.1%
+183,829
11
$3.11M 2.93%
+16,962
12
$3.08M 2.9%
+19,364
13
$2.87M 2.7%
+130,771
14
$2.81M 2.65%
+37,411
15
$2.34M 2.2%
+50,064
16
$1.95M 1.84%
+23,673
17
$1.87M 1.76%
+45,113
18
$1.51M 1.42%
+26,742
19
$1.29M 1.21%
+85,620
20
$1.23M 1.16%
+50,521
21
$1.21M 1.14%
+28,784
22
$1.2M 1.13%
+23,442
23
$1.01M 0.95%
+14,005
24
$988K 0.93%
+11,653
25
$731K 0.69%
+11,126
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