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
$482M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$1.48M
3
+$1.37M
4
EQIX icon
Equinix
EQIX
+$1.03M
5
WELL icon
Welltower
WELL
+$964K

Top Sells

1
+$27.1M
2
+$2.04M
3
+$1.78M
4
JPM icon
JPMorgan Chase
JPM
+$1.55M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.35M

Sector Composition

1 Technology 11.58%
2 Consumer Staples 4.95%
3 Communication Services 4.49%
4 Healthcare 3.78%
5 Financials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$68.5K 0.01%
361
227
$66.5K 0.01%
2,940
228
$66K 0.01%
489
+3
229
$65K 0.01%
1,602
230
$63.4K 0.01%
961
+92
231
$62.8K 0.01%
3,054
-207
232
$61.9K 0.01%
317
233
$61.7K 0.01%
844
234
$59.7K 0.01%
1,222
235
$59.3K 0.01%
708
236
$59.2K 0.01%
499
237
$58.9K 0.01%
612
+5
238
$56.6K 0.01%
721
-655
239
$55.9K 0.01%
537
240
$55.4K 0.01%
223
241
$54.4K 0.01%
271
242
$53K 0.01%
500
243
$52.9K 0.01%
1,685
244
$51.2K 0.01%
288
245
$50.4K 0.01%
1,333
246
$49.1K 0.01%
750
247
$49K 0.01%
470
-3,144
248
$49K 0.01%
850
249
$48.9K 0.01%
425
250
$48.8K 0.01%
1,350
-500
8 9
10
11 12