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
$464M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$6.69M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$3.43M
5
BND icon
Vanguard Total Bond Market
BND
+$3.19M

Top Sells

1
+$13M
2
+$11.9M
3
+$9.54M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.07M

Sector Composition

1 Technology 10.14%
2 Consumer Staples 4.67%
3 Communication Services 4.59%
4 Healthcare 3.67%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72.4K 0.02%
1,624
-759
227
$72.4K 0.02%
1,596
-549
228
$71.3K 0.02%
3,279
-1,499
229
$70.5K 0.02%
472
+194
230
$69.8K 0.02%
941
231
$69K 0.01%
447
232
$68.7K 0.01%
131
233
$68.3K 0.01%
339
-42
234
$65.9K 0.01%
344
-72
235
$65.8K 0.01%
934
-107
236
$65.2K 0.01%
630
-100
237
$64.7K 0.01%
361
238
$62K 0.01%
291
-91
239
$60.8K 0.01%
2,940
-3,162
240
$60.4K 0.01%
529
-57
241
$60.2K 0.01%
1,602
-12
242
$59.9K 0.01%
1,135
243
$57.3K 0.01%
856
-2,232
244
$57.2K 0.01%
338
-5
245
$57K 0.01%
1,864
-79
246
$56.8K 0.01%
223
247
$54.3K 0.01%
500
248
$54.2K 0.01%
611
249
$53.2K 0.01%
648
-119
250
$52.6K 0.01%
579
-172
8 9
10
11 12