Holdings of Private Wealth Management Group, LLC
1294 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 65.8 % of the equity sleeve
Sector breakdown
- Technology 8.5 %
- Health care 1.8 %
- Financials 1.6 %
- Funds 1.2 %
- Communication 1.0 %
- Consumer discretionary 0.9 %
- Industrials 0.9 %
- Consumer staples 0.5 %
- Energy 0.4 %
- Utilities 0.3 %
- Materials 0.2 %
- Real estate 0.1 %
- Unattributed 82.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
- AU 0.0 %
- IL 0.0 %
- ES 0.0 %
- CA 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 1,290 | 247.7M $ | 100.00 % |
| 2 | AU | 1 | 3.5K $ | 0.00 % |
| 3 | IL | 1 | 1.9K $ | 0.00 % |
| 4 | ES | 1 | 158 $ | 0.00 % |
| 5 | CA | 1 | 33 $ | 0.00 % |