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
$221M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,613
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.59%
2 Financials 2.5%
3 Healthcare 2.45%
4 Consumer Discretionary 1.19%
5 Industrials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$16.8K 0.01%
79
+2
302
$16.8K 0.01%
127
303
$16.7K 0.01%
693
304
$16.6K 0.01%
62
305
$16.6K 0.01%
113
306
$16.5K 0.01%
233
+11
307
$16.4K 0.01%
476
308
$16.4K 0.01%
135
309
$16.4K 0.01%
118
310
$16.3K 0.01%
45
311
$16.3K 0.01%
173
312
$16.2K 0.01%
170
313
$16.2K 0.01%
69
314
$16.2K 0.01%
54
315
$16.1K 0.01%
116
316
$15.7K 0.01%
310
317
$15.7K 0.01%
242
318
$15.6K 0.01%
364
319
$15.4K 0.01%
100
320
$15.3K 0.01%
47
+6
321
$15.3K 0.01%
122
322
$15.3K 0.01%
105
323
$15.2K 0.01%
110
324
$15.2K 0.01%
156
325
$15.2K 0.01%
150
-120