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
$204M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,518
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.72%
2 Financials 2.72%
3 Healthcare 2.64%
4 Consumer Discretionary 1.21%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$41.7K 0.02%
+1,037
177
$41.4K 0.02%
+281
178
$41.3K 0.02%
+797
179
$40.6K 0.02%
+305
180
$40.6K 0.02%
+86
181
$40.4K 0.02%
+135
182
$39.9K 0.02%
+881
183
$39.4K 0.02%
+1,146
184
$39.1K 0.02%
+205
185
$39K 0.02%
+11
186
$39K 0.02%
+711
187
$38.9K 0.02%
+730
188
$38.5K 0.02%
+221
189
$38.2K 0.02%
+946
190
$37.7K 0.02%
+283
191
$37.6K 0.02%
+26,836
192
$37K 0.02%
+511
193
$36.5K 0.02%
+157
194
$36.5K 0.02%
+592
195
$36.1K 0.02%
+605
196
$36.1K 0.02%
+670
197
$34.4K 0.02%
+60
198
$34.1K 0.02%
+415
199
$33.9K 0.02%
+61
200
$33.7K 0.02%
+290