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
$405M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$9.92M
3
+$2.36M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.99M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.94M

Top Sells

1
+$22.1M
2
+$10.6M
3
+$2.33M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.06M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.71M

Sector Composition

1 Technology 10.54%
2 Financials 4.95%
3 Consumer Staples 4.52%
4 Communication Services 4.03%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$58.2K 0.01%
659
-309
227
$57.3K 0.01%
793
-1,451
228
$57.1K 0.01%
623
229
$56.7K 0.01%
347
-48
230
$56.2K 0.01%
323
231
$56.2K 0.01%
131
232
$55.6K 0.01%
314
+304
233
$55.2K 0.01%
361
-104
234
$54.6K 0.01%
600
235
$54.2K 0.01%
358
+12
236
$52.1K 0.01%
731
237
$51.8K 0.01%
1,997
+2
238
$51.5K 0.01%
931
239
$49.9K 0.01%
750
240
$49.7K 0.01%
5,732
241
$47.1K 0.01%
214
-1
242
$46.9K 0.01%
844
243
$46.2K 0.01%
776
244
$45.7K 0.01%
703
+18
245
$45.6K 0.01%
850
246
$45.5K 0.01%
581
247
$44.9K 0.01%
2,585
-71
248
$44.8K 0.01%
1,333
249
$44.1K 0.01%
500
250
$43.1K 0.01%
219
-3
8 9
10
11 12