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
251
$45K 0.01%
830
252
$45K 0.01%
854
253
$44K 0.01%
466
254
$44K 0.01%
334
+8
255
$44K 0.01%
767
-6,727
256
$44K 0.01%
850
257
$43K 0.01%
602
-11
258
$43K 0.01%
950
-73
259
$42K 0.01%
710
260
$41K 0.01%
625
261
$41K 0.01%
74
-487
262
$41K 0.01%
521
+34
263
$40K 0.01%
1,482
-5,085
264
$40K 0.01%
1,032
-3,800
265
$39K 0.01%
440
+22
266
$38K 0.01%
750
267
$37K 0.01%
18
268
$37K 0.01%
291
-25
269
$37K 0.01%
1,800
270
$37K 0.01%
447
271
$36K 0.01%
261
-10
272
$35K 0.01%
803
+81
273
$35K 0.01%
78
+5
274
$35K 0.01%
657
-211
275
$34K 0.01%
380
9 10
11
12 13