PWMG
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Private Wealth Management Group’s ePlus PLUS Stock Holding History

Private Wealth Management Group’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.07K Hold
94
– – ﹤0.01% 644
2025
Q4 		$8.24K Hold
94
– – ﹤0.01% 580
2025
Q3 		$6.67K Hold
94
– – ﹤0.01% 677
2025
Q2 		$6.78K Sell
94
-30
-24% -$1.97K ﹤0.01% 635
2025
Q1 		$7.57K Hold
124
– – ﹤0.01% 570
2024
Q4 		$9.16K Hold
124
– – ﹤0.01% 505
2024
Q3 		$12.2K Hold
124
– – ﹤0.01% 402
2024
Q2 		$9.14K Hold
124
– – ﹤0.01% 465
2024
Q1 		$9.74K Hold
124
– – ﹤0.01% 413
2023
Q4 		$9.9K Buy
+124
New +$8.29K ﹤0.01% 406

Other funds holding PLUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return