PWMG
Private Wealth Management Group Portfolio holdings
AUM
$301M
1-Year Return
16.4%
This Quarter Return
+4.67%
1 Year Return
+16.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$221M
AUM Growth
+$17.2M
(+8.5%)
Cap. Flow
+$8.85M
Cap. Flow
% of AUM
4.01%
Top 10 Holdings %
Top 10 Hldgs %
63.75%
Holding
1,613
New
95
Increased
209
Reduced
235
Closed
113
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.59% |
| 2 | Financials | 2.5% |
| 3 | Healthcare | 2.45% |
| 4 | Consumer Discretionary | 1.19% |
| 5 | Industrials | 1% |
