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
326
$15K 0.01%
90
327
$15K 0.01%
38
+6
328
$14.9K 0.01%
254
329
$14.8K 0.01%
108
330
$14.8K 0.01%
36
331
$14.6K 0.01%
392
332
$14.5K 0.01%
66
+20
333
$14.3K 0.01%
94
334
$14.3K 0.01%
268
335
$14.3K 0.01%
90
336
$14.3K 0.01%
157
+14
337
$14.2K 0.01%
34
338
$14.1K 0.01%
69
+20
339
$13.9K 0.01%
84
340
$13.9K 0.01%
161
341
$13.9K 0.01%
131
342
$13.8K 0.01%
107
343
$13.5K 0.01%
213
344
$13.4K 0.01%
261
+3
345
$13.4K 0.01%
231
346
$13.4K 0.01%
69
347
$13.3K 0.01%
119
348
$13.1K 0.01%
457
349
$13.1K 0.01%
392
350
$13.1K 0.01%
953
-64