PWMG

Private Wealth Management Group Portfolio holdings

AUM $374M
1-Year Est. Return 18.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,624
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.86M
3
+$1.75M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.47M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.3M

Top Sells

1
+$1.41M
2
+$1.15M
3
+$613K
4
PLTR icon
Palantir
PLTR
+$438K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$228K

Sector Composition

1 Technology 7.24%
2 Healthcare 2%
3 Financials 2%
4 Consumer Discretionary 1.01%
5 Industrials 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$22.2K 0.01%
322
+6
277
$22.2K 0.01%
86
278
$22.2K 0.01%
132
279
$22K 0.01%
300
280
$22K 0.01%
270
-4
281
$22K 0.01%
209
+8
282
$21.9K 0.01%
10,000
283
$21.8K 0.01%
1,941
+55
284
$21.8K 0.01%
1,076
285
$21.8K 0.01%
183
286
$21.5K 0.01%
146
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287
$21K 0.01%
295
-66
288
$20.9K 0.01%
157
289
$20.9K 0.01%
113
290
$20.8K 0.01%
68
291
$20.7K 0.01%
743
-53
292
$20.7K 0.01%
256
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293
$20.6K 0.01%
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294
$20.6K 0.01%
132
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295
$20.6K 0.01%
106
296
$20.5K 0.01%
774
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297
$20.4K 0.01%
207
+49
298
$20.4K 0.01%
111
299
$20.3K 0.01%
189
300
$20.3K 0.01%
59
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