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
$231M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,631
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.24M
3
+$2.06M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.83M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.03M

Top Sells

1
+$2.58M
2
+$1.93M
3
+$282K
4
JNJ icon
Johnson & Johnson
JNJ
+$243K
5
REET icon
iShares Global REIT ETF
REET
+$186K

Sector Composition

1 Technology 4.86%
2 Financials 2.37%
3 Healthcare 2.1%
4 Consumer Discretionary 1.08%
5 Industrials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$1.54K ﹤0.01%
52
-4
1152
$1.53K ﹤0.01%
120
+78
1153
$1.52K ﹤0.01%
37
-4
1154
$1.52K ﹤0.01%
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1155
$1.52K ﹤0.01%
549
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1156
$1.51K ﹤0.01%
+49
1157
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56
+39
1158
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8
1159
$1.51K ﹤0.01%
264
-88
1160
$1.49K ﹤0.01%
14
1161
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167
-95
1162
$1.49K ﹤0.01%
69
1163
$1.48K ﹤0.01%
75
1164
$1.47K ﹤0.01%
631
+620
1165
$1.45K ﹤0.01%
42
1166
$1.45K ﹤0.01%
254
+130
1167
$1.44K ﹤0.01%
+104
1168
$1.44K ﹤0.01%
34
+14
1169
$1.44K ﹤0.01%
+41
1170
$1.43K ﹤0.01%
42
1171
$1.43K ﹤0.01%
76
1172
$1.43K ﹤0.01%
51
1173
$1.42K ﹤0.01%
34
1174
$1.41K ﹤0.01%
+44
1175
$1.4K ﹤0.01%
22
45 46
47
48 49