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
301
$16.1K 0.01%
+40
302
$16.1K 0.01%
+173
303
$16.1K 0.01%
+189
304
$16K 0.01%
+164
305
$15.9K 0.01%
+364
306
$15.8K 0.01%
+376
307
$15.8K 0.01%
+13
308
$15.7K 0.01%
+310
309
$15.6K 0.01%
+113
310
$15.5K 0.01%
+280
311
$15.5K 0.01%
+127
312
$15.4K 0.01%
+199
313
$15.4K 0.01%
+99
314
$15.3K 0.01%
+118
315
$15.2K 0.01%
+120
316
$15.1K 0.01%
+755
317
$15.1K 0.01%
+131
318
$15.1K 0.01%
+70
319
$14.8K 0.01%
+458
320
$14.7K 0.01%
+90
321
$14.6K 0.01%
+100
322
$14.6K 0.01%
+65
323
$14.6K 0.01%
+1,017
324
$14.5K 0.01%
+156
325
$14.4K 0.01%
+315