PWMG

Private Wealth Management Group Portfolio holdings

AUM $381M
1-Year Est. Return 19.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,546
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.31%
2 Healthcare 1.9%
3 Financials 1.75%
4 Consumer Discretionary 0.91%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$16.8K ﹤0.01%
580
377
$16.7K ﹤0.01%
58
378
$16.5K ﹤0.01%
444
379
$16.5K ﹤0.01%
81
+3
380
$16.5K ﹤0.01%
69
381
$16.4K ﹤0.01%
42
382
$16.4K ﹤0.01%
124
383
$16.4K ﹤0.01%
248
-22
384
$16.3K ﹤0.01%
363
+84
385
$16.3K ﹤0.01%
49
386
$16.3K ﹤0.01%
273
387
$16.2K ﹤0.01%
111
-21
388
$16.1K ﹤0.01%
191
389
$16.1K ﹤0.01%
10,000
390
$16.1K ﹤0.01%
2
391
$16K ﹤0.01%
13
392
$15.9K ﹤0.01%
150
393
$15.9K ﹤0.01%
108
394
$15.8K ﹤0.01%
112
395
$15.8K ﹤0.01%
280
396
$15.8K ﹤0.01%
212
+10
397
$15.5K ﹤0.01%
48
398
$15.5K ﹤0.01%
254
+26
399
$15.3K ﹤0.01%
36
400
$15.3K ﹤0.01%
152