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
301
$20.2K 0.01%
62
+11
302
$20.1K 0.01%
125
-30
303
$20K 0.01%
342
-26
304
$20K 0.01%
273
+39
305
$19.8K 0.01%
446
-14
306
$19.7K 0.01%
124
307
$19.6K 0.01%
39
308
$19.6K 0.01%
10
309
$19.5K 0.01%
98
-1
310
$19.4K 0.01%
163
-158
311
$19.4K 0.01%
691
312
$19.4K 0.01%
211
-53
313
$19.3K 0.01%
55
-14
314
$19.2K 0.01%
75
315
$19.1K 0.01%
210
+26
316
$19.1K 0.01%
128
317
$18.9K 0.01%
165
-1
318
$18.7K 0.01%
111
319
$18.7K 0.01%
42
-1
320
$18.5K 0.01%
852
321
$18.4K 0.01%
627
+40
322
$18.4K 0.01%
133
+3
323
$18.4K 0.01%
148
324
$18.4K 0.01%
49
325
$18.3K 0.01%
190
+144
11 12
13
14 15