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PWG

Private Wealth Group Portfolio holdings

AUM $259M
1-Year Est. Return 17.45%
This Fund
S&P 500
This Quarter Est. Return
+5.9%
1 Year Est. Return
+17.45%
3 Year Est. Return
+48.21%
5 Year Est. Return
+51.42%
10 Year Est. Return
AUM
$140M
AUM Growth
+$19.9M
Cap. Flow
+$13.4M
Cap. Flow %
9.54%
Top 10 Hldgs %
81.68%
Holding
39
New
5
Increased
18
Reduced
5
Closed
4
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
USMV icon
26
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$870K 0.62%
12,581
-2,291
-15% -$155K
SDY icon
27
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$654K 0.47%
5,539
+3,456
+166% +$387K
EEM icon
28
iShares MSCI Emerging Markets ETF
EEM
$27.5B
$594K 0.42%
+11,143
New +$610K
SPDW icon
29
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.3B
$437K 0.31%
12,355
+6,149
+99% +$216K
AAPL icon
30
Apple
AAPL
$4.97T
$411K 0.29%
3,361
VGT icon
31
Vanguard Information Technology ETF
VGT
$133B
$366K 0.26%
+8,168
New +$367K
VDC icon
32
Vanguard Consumer Staples ETF
VDC
$8.16B
$308K 0.22%
1,728
GLD icon
33
SPDR Gold Trust
GLD
$131B
$307K 0.22%
1,921
HEI.A icon
34
HEICO Corp Class A
HEI.A
$36B
$265K 0.19%
2,333
ABT icon
35
Abbott
ABT
$188B
$204K 0.15%
+1,699
New +$201K
META icon
36
Meta Platforms (Facebook)
META
$1.49T
-14,095
Closed -$3.85M
MINT icon
37
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
-2,374
Closed -$242K
SPLV icon
38
Invesco S&P 500 Low Volatility ETF
SPLV
$7.24B
-4,150
Closed -$233K
SPYG icon
39
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$49.4B
-4,688
Closed -$259K

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Private Wealth Group's Q1 2021 Portfolio in Review

As of Q1 2021, Private Wealth Group held 39 positions worth $140M, up 17% from $120M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Private Wealth Group deployed $13.4M of net new capital in Q1 2021, opening 5 new positions and adding to 18 existing holdings. Its largest new stake was iShares 1-5 Year Investment Grade Corporate Bond ETF: 16,327 shares worth $893K.

By sector, the portfolio is most concentrated in Financials at 2.5% of assets, up from 1.8% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was State Street SPDR Portfolio Short Term Treasury ETF, an estimated $2.89M trimmed.

  • Private Wealth Group's largest Q1 2021 buy was iShares 1-5 Year Investment Grade Corporate Bond ETF: 16,327 shares worth $893K.
  • Private Wealth Group added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2021, an estimated $11.2M increase.
  • Private Wealth Group's biggest Q1 2021 reduction was State Street SPDR Portfolio Short Term Treasury ETF, cutting an estimated $2.89M.
  • Private Wealth Group fully exited Meta Platforms (Facebook) in Q1 2021, selling an estimated $3.85M.
  • Private Wealth Group's ten largest holdings make up 82% of its $140M portfolio in Q1 2021.
  • Private Wealth Group opened 5 new positions and closed 4 in Q1 2021.
  • Private Wealth Group's portfolio value rose 17% quarter-over-quarter to $140M.

Based on Private Wealth Group's 13F filing for Q1 2021, filed 3 May 2021.