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
1176
$1.4K ﹤0.01%
34
1177
$1.4K ﹤0.01%
56
+7
1178
$1.4K ﹤0.01%
+88
1179
$1.39K ﹤0.01%
83
1180
$1.38K ﹤0.01%
+8
1181
$1.38K ﹤0.01%
23
1182
$1.38K ﹤0.01%
87
1183
$1.38K ﹤0.01%
16
1184
$1.37K ﹤0.01%
8
1185
$1.37K ﹤0.01%
+80
1186
$1.37K ﹤0.01%
25
1187
$1.36K ﹤0.01%
5
1188
$1.36K ﹤0.01%
81
1189
$1.36K ﹤0.01%
9
1190
$1.35K ﹤0.01%
+67
1191
$1.34K ﹤0.01%
8
1192
$1.34K ﹤0.01%
28
1193
$1.34K ﹤0.01%
158
1194
$1.33K ﹤0.01%
60
1195
$1.33K ﹤0.01%
47
1196
$1.32K ﹤0.01%
7
1197
$1.32K ﹤0.01%
+15
1198
$1.31K ﹤0.01%
94
1199
$1.31K ﹤0.01%
49
1200
$1.31K ﹤0.01%
9
46 47
48
49 50