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
$365M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.35M
3
+$2.5M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$2.24M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.15M

Top Sells

1
+$3.77M
2
+$3.1M
3
+$2.23M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.01M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.42M

Sector Composition

1 Technology 7.82%
2 Consumer Staples 4.99%
3 Communication Services 3.5%
4 Healthcare 3.13%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$49K 0.01%
1,285
252
$48K 0.01%
1,952
+16
253
$48K 0.01%
282
-57
254
$47K 0.01%
585
+30
255
$46K 0.01%
1,170
-192
256
$46K 0.01%
1,677
257
$46K 0.01%
875
+6
258
$46K 0.01%
497
-344
259
$45K 0.01%
93
-88
260
$44K 0.01%
196
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261
$44K 0.01%
168
+3
262
$43K 0.01%
1,074
263
$43K 0.01%
79
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264
$42K 0.01%
435
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265
$42K 0.01%
644
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266
$42K 0.01%
400
267
$41K 0.01%
506
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$41K 0.01%
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245
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$39K 0.01%
1,046
-337
271
$39K 0.01%
370
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272
$39K 0.01%
102
273
$37K 0.01%
470
-39
274
$37K 0.01%
172
275
$37K 0.01%
135
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9 10
11
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