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
$221M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,613
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.59%
2 Financials 2.5%
3 Healthcare 2.45%
4 Consumer Discretionary 1.19%
5 Industrials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$5.85K ﹤0.01%
34
577
$5.83K ﹤0.01%
297
578
$5.8K ﹤0.01%
+80
579
$5.78K ﹤0.01%
209
580
$5.77K ﹤0.01%
158
581
$5.74K ﹤0.01%
53
+32
582
$5.72K ﹤0.01%
153
583
$5.71K ﹤0.01%
48
584
$5.71K ﹤0.01%
128
585
$5.7K ﹤0.01%
201
+7
586
$5.68K ﹤0.01%
56
587
$5.66K ﹤0.01%
38
588
$5.65K ﹤0.01%
340
589
$5.63K ﹤0.01%
106
590
$5.63K ﹤0.01%
484
591
$5.61K ﹤0.01%
10
592
$5.59K ﹤0.01%
42
-12
593
$5.56K ﹤0.01%
227
594
$5.54K ﹤0.01%
245
595
$5.49K ﹤0.01%
93
596
$5.47K ﹤0.01%
64
597
$5.46K ﹤0.01%
25
598
$5.46K ﹤0.01%
257
599
$5.46K ﹤0.01%
457
600
$5.43K ﹤0.01%
54
-6