PWG
Private Wealth Group Portfolio holdings
AUM
$188M
This Quarter Return
+4.16%
1 Year Return
+11.25%
3 Year Return
+38.44%
5 Year Return
+65.51%
10 Year Return
–
AUM
$86.8M
AUM Growth
–
Cap. Flow
+$86.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.56%
Holding
23
New
23
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$19.4M |
| 2 |
ProShares Ultra S&P500
SSO
|
$9.69M |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$8M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$7.59M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$4.64M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 0.36% |
| 2 | Healthcare | 0.25% |
