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Alan Gilmore

@Private Wealth Management Group, Llc

Latest period2024 - Q3ReportedManaged Assets$253.228MTotal holdings1498
Assets growth rate9.7%Assets growth rate (2-Q avg)7.14%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Private Wealth Management Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1498 positions.

Assets under management

The assets under management (AUM) of Private Wealth Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 253.228M in assets, with a quarterly growth rate of 9.7% and a 2-quarter average growth rate of 7.14%. The portfolio is managed by Alan Gilmore, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AGGIshares Tr
Recent Activity
Exited
0%
$324,894
3,347 shares@ $97.08 avg price
IWPIshares Tr
Recent Activity
Exited
0%
$123,261
1,117 shares@ $110.36 avg price
IWYIshares Tr
Recent Activity
Exited
0%
$27,245
127 shares@ $214.53 avg price
SHYIshares Tr
Recent Activity
Exited
0%
$24,414
299 shares@ $81.66 avg price
EMBIshares Tr
Recent Activity
Exited
0%
$22,032
249 shares@ $88.49 avg price
RWOSpdr Index Shs Fds
Recent Activity
Exited
0%
$15,117
364 shares@ $41.54 avg price
NBXGNeuberger Berman Next Genera
Recent Activity
Exited
0%
$12,910
1,000 shares@ $12.91 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$9,478
63 shares@ $150.45 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$8,908
46 shares@ $193.66 avg price
HUNHuntsman Corp
Recent Activity
Exited
0%
$7,583
333 shares@ $22.78 avg price