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
$231M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,631
New
Increased
Reduced
Closed

Top Sells

1 +$2.58M
2 +$1.93M
3 +$282K
4
JNJ icon
Johnson & Johnson
JNJ
+$243K
5
REET icon
iShares Global REIT ETF
REET
+$186K

Sector Composition

1 Technology 4.86%
2 Financials 2.37%
3 Healthcare 2.1%
4 Consumer Discretionary 1.08%
5 Industrials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$11.9K 0.01%
23
402
$11.8K 0.01%
46
403
$11.8K 0.01%
28
+9
404
$11.8K 0.01%
31
405
$11.7K 0.01%
119
406
$11.6K 0.01%
274
407
$11.5K 0.01%
89
+38
408
$11.5K 0.01%
263
409
$11.4K ﹤0.01%
286
410
$11.3K ﹤0.01%
+262
411
$11.3K ﹤0.01%
258
+43
412
$11.2K ﹤0.01%
146
413
$11.1K ﹤0.01%
24
+14
414
$11.1K ﹤0.01%
73
415
$11.1K ﹤0.01%
421
-36
416
$11.1K ﹤0.01%
400
417
$11K ﹤0.01%
274
418
$11K ﹤0.01%
54
+29
419
$10.9K ﹤0.01%
152
+54
420
$10.9K ﹤0.01%
75
+14
421
$10.9K ﹤0.01%
114
+76
422
$10.9K ﹤0.01%
91
423
$10.8K ﹤0.01%
123
+95
424
$10.8K ﹤0.01%
282
+90
425
$10.8K ﹤0.01%
192
+11