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
376
$11.8K 0.01%
+243
377
$11.8K 0.01%
+277
378
$11.8K 0.01%
+736
379
$11.5K 0.01%
+110
380
$11.3K 0.01%
+22
381
$11.3K 0.01%
+20
382
$11.3K 0.01%
+924
383
$11.2K 0.01%
+160
384
$11.2K 0.01%
+255
385
$11.2K 0.01%
+392
386
$11.2K 0.01%
+83
387
$11.1K 0.01%
+46
388
$11K 0.01%
+98
389
$11K 0.01%
+213
390
$10.9K 0.01%
+278
391
$10.9K 0.01%
+101
392
$10.7K 0.01%
+917
393
$10.7K 0.01%
+252
394
$10.7K 0.01%
+138
395
$10.6K 0.01%
+232
396
$10.5K 0.01%
+180
397
$10.4K 0.01%
+238
398
$10.4K 0.01%
+73
399
$10.3K 0.01%
+274
400
$10.2K 0.01%
+258