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
$261M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,598
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.49%
2 Financials 2.28%
3 Healthcare 1.81%
4 Consumer Discretionary 1.06%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$8.8K ﹤0.01%
235
+116
527
$8.8K ﹤0.01%
98
+14
528
$8.8K ﹤0.01%
26
529
$8.79K ﹤0.01%
327
530
$8.74K ﹤0.01%
309
531
$8.74K ﹤0.01%
120
532
$8.71K ﹤0.01%
112
+33
533
$8.7K ﹤0.01%
84
+18
534
$8.68K ﹤0.01%
128
535
$8.68K ﹤0.01%
78
536
$8.67K ﹤0.01%
85
537
$8.65K ﹤0.01%
239
538
$8.64K ﹤0.01%
102
539
$8.62K ﹤0.01%
132
540
$8.6K ﹤0.01%
193
-2
541
$8.59K ﹤0.01%
75
542
$8.56K ﹤0.01%
75
+24
543
$8.52K ﹤0.01%
235
544
$8.51K ﹤0.01%
113
+20
545
$8.49K ﹤0.01%
148
-110
546
$8.44K ﹤0.01%
299
+213
547
$8.41K ﹤0.01%
90
+12
548
$8.41K ﹤0.01%
22
+2
549
$8.38K ﹤0.01%
94
550
$8.36K ﹤0.01%
129