PWG
Private Wealth Group Portfolio holdings
AUM
$188M
This Quarter Return
+4.88%
1 Year Return
+11.25%
3 Year Return
+38.44%
5 Year Return
+65.51%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+7.9%)
Cap. Flow
+$4.51M
Cap. Flow
% of AUM
2.98%
Top 10 Holdings %
Top 10 Hldgs %
78.46%
Holding
39
New
4
Increased
20
Reduced
7
Closed
1
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$1.91M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.03M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$550K |
| 4 |
Vanguard Utilities ETF
VPU
|
$467K |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$465K |
Top Sells
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$2.7M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$841K |
| 3 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$353K |
| 4 |
Abbott
ABT
|
$204K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$70K |
Sector Composition
| 1 | Financials | 2.92% |
| 2 | Technology | 0.3% |
| 3 | Industrials | 0.19% |
| 4 | Communication Services | 0.16% |
| 5 | Healthcare | 0% |
