PWMG

Private Wealth Management Group Portfolio holdings

AUM $363M
1-Year Est. Return 16.32%
This Quarter Est. Return
1 Year Est. Return
+16.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,518
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.72%
2 Financials 2.72%
3 Healthcare 2.64%
4 Consumer Discretionary 1.21%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27K 0.01%
+459
227
$26.9K 0.01%
+168
228
$26.9K 0.01%
+221
229
$26.6K 0.01%
+178
230
$26.3K 0.01%
+139
231
$26.3K 0.01%
+338
232
$26.3K 0.01%
+271
233
$25.9K 0.01%
+108
234
$25.8K 0.01%
+1,569
235
$25.6K 0.01%
+507
236
$25.6K 0.01%
+106
237
$25.6K 0.01%
+58
238
$25.2K 0.01%
+501
239
$24.6K 0.01%
+176
240
$24.4K 0.01%
+438
241
$24.3K 0.01%
+322
242
$24K 0.01%
+34
243
$23.8K 0.01%
+87
244
$23.8K 0.01%
+200
245
$23.7K 0.01%
+136
246
$23.7K 0.01%
+523
247
$23.2K 0.01%
+64
248
$23K 0.01%
+379
249
$22.6K 0.01%
+328
250
$22.1K 0.01%
+450