PWMG

Private Wealth Management Group Portfolio holdings

AUM $374M
1-Year Est. Return 18.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,624
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.86M
3
+$1.75M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.47M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.3M

Top Sells

1
+$1.41M
2
+$1.15M
3
+$613K
4
PLTR icon
Palantir
PLTR
+$438K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$228K

Sector Composition

1 Technology 7.24%
2 Healthcare 2%
3 Financials 2%
4 Consumer Discretionary 1.01%
5 Industrials 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$1.46K ﹤0.01%
39
-21
1177
$1.45K ﹤0.01%
+509
1178
$1.45K ﹤0.01%
8
1179
$1.45K ﹤0.01%
+50
1180
$1.45K ﹤0.01%
8
1181
$1.44K ﹤0.01%
8
1182
$1.44K ﹤0.01%
132
1183
$1.44K ﹤0.01%
79
1184
$1.44K ﹤0.01%
42
1185
$1.44K ﹤0.01%
94
1186
$1.43K ﹤0.01%
+266
1187
$1.42K ﹤0.01%
5
1188
$1.42K ﹤0.01%
250
-6
1189
$1.41K ﹤0.01%
+46
1190
$1.39K ﹤0.01%
46
1191
$1.38K ﹤0.01%
+34
1192
$1.36K ﹤0.01%
+45
1193
$1.36K ﹤0.01%
102
1194
$1.35K ﹤0.01%
19
-38
1195
$1.34K ﹤0.01%
39
1196
$1.32K ﹤0.01%
260
+115
1197
$1.31K ﹤0.01%
6
-17
1198
$1.31K ﹤0.01%
3
1199
$1.3K ﹤0.01%
24
1200
$1.3K ﹤0.01%
32
-154
46 47
48
49 50