PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$8.36M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.3M
5
PG icon
Procter & Gamble
PG
+$1.45M

Top Sells

1
+$11.2M
2
+$9.19M
3
+$7.16M
4
XOM icon
Exxon Mobil
XOM
+$2.37M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.22M

Sector Composition

1 Technology 9.34%
2 Consumer Staples 6.65%
3 Healthcare 5.88%
4 Financials 2.66%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63K 0.02%
1,218
+50
227
$62K 0.02%
1,638
-6,843
228
$62K 0.02%
217
229
$62K 0.02%
150
+5
230
$61K 0.02%
1,055
+18
231
$61K 0.02%
35,276
+7,104
232
$60K 0.01%
920
+25
233
$59K 0.01%
677
-19
234
$57K 0.01%
564
-4,660
235
$56K 0.01%
929
+100
236
$56K 0.01%
556
-3,145
237
$54K 0.01%
208
+2
238
$53K 0.01%
229
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239
$51K 0.01%
718
240
$51K 0.01%
106
+1
241
$51K 0.01%
600
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242
$50K 0.01%
203
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243
$50K 0.01%
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244
$49K 0.01%
1,074
245
$48K 0.01%
396
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246
$48K 0.01%
700
247
$48K 0.01%
373
-2,851
248
$46K 0.01%
1,677
249
$46K 0.01%
+1,333
250
$46K 0.01%
1,749
8 9
10
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