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
+$400K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$4.64M
2 +$2.84M
3 +$2.55M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.15M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.44M

Sector Composition

1 Communication Services 2.7%
2 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-5,256