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
426
$13.9K ﹤0.01%
100
427
$13.8K ﹤0.01%
286
428
$13.8K ﹤0.01%
145
429
$13.8K ﹤0.01%
254
430
$13.8K ﹤0.01%
48
431
$13.7K ﹤0.01%
79
432
$13.6K ﹤0.01%
55
-59
433
$13.4K ﹤0.01%
274
434
$13.4K ﹤0.01%
57
435
$13.4K ﹤0.01%
225
436
$13.3K ﹤0.01%
198
437
$13.3K ﹤0.01%
84
438
$13.3K ﹤0.01%
122
439
$13.3K ﹤0.01%
290
440
$13.2K ﹤0.01%
280
441
$13.1K ﹤0.01%
648
442
$13K ﹤0.01%
147
443
$12.9K ﹤0.01%
144
+65
444
$12.8K ﹤0.01%
1,068
+5
445
$12.7K ﹤0.01%
397
+36
446
$12.7K ﹤0.01%
242
447
$12.6K ﹤0.01%
163
+21
448
$12.5K ﹤0.01%
53
449
$12.5K ﹤0.01%
312
450
$12.4K ﹤0.01%
105