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
$232M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$45.5M
3
+$34.5M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$22.3M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$14.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.28%
2 Technology 0.18%
3 Consumer Discretionary 0.09%
4 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.3M 19.94%
+1,204,564
2
$45.5M 19.6%
+1,965,005
3
$34.5M 14.86%
+1,105,060
4
$22.3M 9.62%
+273,148
5
$14.3M 6.15%
+551,976
6
$12.1M 5.22%
+563,075
7
$8.27M 3.56%
+196,690
8
$7.18M 3.09%
+120,126
9
$6.12M 2.64%
+118,860
10
$3.8M 1.64%
+22,017
11
$3.53M 1.52%
+107,006
12
$3.46M 1.49%
+13,460
13
$2.73M 1.18%
+138,150
14
$2.52M 1.08%
+91,299
15
$2.1M 0.9%
+25,709
16
$1.95M 0.84%
+16,003
17
$1.87M 0.8%
+20,637
18
$1.4M 0.6%
+19,038
19
$1.29M 0.56%
+25,554
20
$1.29M 0.55%
+44,006
21
$1.21M 0.52%
+5,477
22
$1.17M 0.51%
+6,297
23
$1.14M 0.49%
+18,851
24
$1.14M 0.49%
+29,656
25
$764K 0.33%
+2,779
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