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PWG
Private Wealth Group Portfolio holdings
AUM
$214M
1-Year Est. Return
12.37%
This Fund
S&P 500
1 Year Est. Return
+12.37%
AUM
$193M
AUM Growth
+$16.7M
(+9.5%)
Holding
60
Top Buys
| 1 | +$906K | |
| 2 | +$680K | |
| 3 | +$595K | |
| 4 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$443K |
| 5 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$441K |
Top Sells
| 1 | +$1.08M | |
| 2 | +$651K | |
| 3 | +$277K | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$141K |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$71.8K |
Sector Composition
| 1 | Financials | 7.12% |
| 2 | Technology | 0.51% |
| 3 | Communication Services | 0.3% |
| 4 | Industrials | 0.19% |
| 5 | Healthcare | 0.14% |