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
251
$43K 0.01%
447
252
$42.9K 0.01%
854
253
$42.9K 0.01%
812
254
$42.3K 0.01%
451
255
$41.9K 0.01%
937
256
$41.3K 0.01%
1,164
-4
257
$40.1K 0.01%
176
+1
258
$39.4K 0.01%
389
-624
259
$39.3K 0.01%
178
-5
260
$39.1K 0.01%
355
+25
261
$38.9K 0.01%
290
-6
262
$38.2K 0.01%
191
-1
263
$38.1K 0.01%
410
264
$37.9K 0.01%
109
265
$37.4K 0.01%
343
266
$37K 0.01%
73
+11
267
$36.7K 0.01%
1,074
268
$35.8K 0.01%
394
269
$35.8K 0.01%
528
-4
270
$35.7K 0.01%
647
271
$35.3K 0.01%
545
272
$34.4K 0.01%
499
273
$34.3K 0.01%
386
274
$34.3K 0.01%
102
-13
275
$33.6K 0.01%
449
9 10
11
12 13