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
$126M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.06M
3
+$1.77M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.01M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$966K

Top Sells

1
+$1.08M
2
+$342K
3
+$217K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$99K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.8K

Sector Composition

1 Materials 0.77%
2 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.2M 13.63%
227,002
+27,219
2
$12.4M 9.86%
400,309
+31,158
3
$11.7M 9.33%
508,788
-46,954
4
$9.52M 7.56%
348,490
+36,843
5
$8.56M 6.8%
113,097
+31,531
6
$7.18M 5.71%
35,436
+464
7
$6.76M 5.37%
379,020
+6,728
8
$6.2M 4.93%
317,504
+21,158
9
$5.11M 4.06%
35,955
+1,737
10
$5.08M 4.03%
64,236
-4,326
11
$4.67M 3.71%
189,437
+3,950
12
$4.04M 3.21%
172,254
+33,401
13
$3.82M 3.04%
19,213
+2,241
14
$3.33M 2.65%
20,149
+1,569
15
$1.8M 1.43%
21,554
-306
16
$1.8M 1.43%
32,792
+6,842
17
$1.77M 1.41%
+4,348
18
$1.65M 1.31%
60,761
+13,211
19
$1.6M 1.27%
27,133
+557
20
$1.54M 1.23%
88,407
+2,706
21
$1.38M 1.1%
14,176
+214
22
$1.12M 0.89%
24,295
-732
23
$1.09M 0.87%
14,946
+1,337
24
$1.05M 0.83%
22,557
+5,290
25
$802K 0.64%
11,038
+74
1
2