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
201
$33.4K 0.02%
+169
202
$33.4K 0.02%
+500
203
$33.1K 0.02%
+147
204
$33.1K 0.02%
+974
205
$33.1K 0.02%
+691
206
$32.8K 0.02%
+393
207
$32.7K 0.02%
+71
208
$32.7K 0.02%
+1,534
209
$32K 0.02%
+70
210
$31.9K 0.02%
+555
211
$31.2K 0.02%
+128
212
$30.7K 0.02%
+142
213
$30.5K 0.02%
+223
214
$30K 0.01%
+226
215
$29.7K 0.01%
+767
216
$29.4K 0.01%
+148
217
$29.2K 0.01%
+73
218
$28.8K 0.01%
+356
219
$28.8K 0.01%
+92
220
$28.8K 0.01%
+469
221
$28.6K 0.01%
+201
222
$27.8K 0.01%
+110
223
$27.6K 0.01%
+34
224
$27.5K 0.01%
+183
225
$27.1K 0.01%
+630