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
401
$15.2K ﹤0.01%
110
402
$15.2K ﹤0.01%
376
403
$15.2K ﹤0.01%
60
404
$15K ﹤0.01%
58
405
$15K ﹤0.01%
48
406
$14.9K ﹤0.01%
118
407
$14.8K ﹤0.01%
328
408
$14.8K ﹤0.01%
148
409
$14.8K ﹤0.01%
177
410
$14.7K ﹤0.01%
180
411
$14.7K ﹤0.01%
179
412
$14.6K ﹤0.01%
176
413
$14.6K ﹤0.01%
110
414
$14.5K ﹤0.01%
52
415
$14.5K ﹤0.01%
531
-1
416
$14.4K ﹤0.01%
742
417
$14.4K ﹤0.01%
86
418
$14.4K ﹤0.01%
122
419
$14.1K ﹤0.01%
877
420
$14.1K ﹤0.01%
468
421
$14.1K ﹤0.01%
75
422
$14.1K ﹤0.01%
573
+88
423
$14.1K ﹤0.01%
64
424
$14K ﹤0.01%
398
425
$13.9K ﹤0.01%
169