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
$97.2M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Sector Composition

1 Financials 8.3%
2 Technology 0.78%
3 Communication Services 0.47%
4 Industrials 0.34%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$168K 0.17%
11,404
52
-2,016