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
401
$10.2K 0.01%
+67
402
$10.1K 0.01%
+49
403
$10.1K ﹤0.01%
+131
404
$9.96K ﹤0.01%
+185
405
$9.94K ﹤0.01%
+161
406
$9.9K ﹤0.01%
+124
407
$9.89K ﹤0.01%
+78
408
$9.81K ﹤0.01%
+36
409
$9.8K ﹤0.01%
+121
410
$9.73K ﹤0.01%
+198
411
$9.68K ﹤0.01%
+58
412
$9.67K ﹤0.01%
+91
413
$9.63K ﹤0.01%
+31
414
$9.62K ﹤0.01%
+60
415
$9.55K ﹤0.01%
+181
416
$9.54K ﹤0.01%
+274
417
$9.5K ﹤0.01%
+329
418
$9.48K ﹤0.01%
+23
419
$9.47K ﹤0.01%
+46
420
$9.46K ﹤0.01%
+252
421
$9.4K ﹤0.01%
+250
422
$9.39K ﹤0.01%
+105
423
$9.35K ﹤0.01%
+43
424
$9.32K ﹤0.01%
+46
425
$9.32K ﹤0.01%
+508