PWG

Private Wealth Group Portfolio holdings

AUM $188M
1-Year Est. Return 11.25%
This Quarter Est. Return
1 Year Est. Return
+11.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$10.1M
3 +$8.04M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$7.46M
5
SSO icon
ProShares Ultra S&P500
SSO
+$6.71M

Sector Composition

1 Communication Services 2.34%
2 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$320K 0.29%
839
+4
27
-92,736
28
-269,855