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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
DFACDimensional Etf Trust
Recent Activity
Increased 1.19%
12.38%
$31.327M
913,589 shares@ $34.3 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 4.56%
7.3%
$18.483M
305,908 shares@ $60.43 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 1.74%
6.73%
$17.036M
605,386 shares@ $28.15 avg price
DFSVDimensional Etf Trust
Recent Activity
Decreased -5.45%
5.91%
$14.943M
485,162 shares@ $30.81 avg price
DFGRDimensional Etf Trust
Recent Activity
Increased 5.52%
5.1%
$12.897M
446,885 shares@ $28.87 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -0.41%
4.89%
$12.377M
198,981 shares@ $62.21 avg price
MUBIshares Tr
Recent Activity
Increased 3.13%
4.75%
$12.014M
110,600 shares@ $108.63 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 7.01%
4.58%
$11.588M
411,658 shares@ $28.16 avg price
MDYVSpdr Ser Tr
Recent Activity
Decreased -0.69%
4.49%
$11.347M
142,796 shares@ $79.47 avg price
DISVDimensional Etf Trust
Recent Activity
Decreased -3.3%
4.17%
$10.553M
363,134 shares@ $29.07 avg price