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
251
$52.2K 0.01%
750
252
$51.8K 0.01%
776
253
$49.7K 0.01%
914
-218
254
$49K 0.01%
379
255
$48.8K 0.01%
713
256
$47.9K 0.01%
1,333
257
$47.9K 0.01%
3,610
-1,000
258
$47.7K 0.01%
191
259
$47.7K 0.01%
950
260
$47.6K 0.01%
1,221
-52
261
$47.2K 0.01%
2,511
-12
262
$46.6K 0.01%
5,770
263
$45.3K 0.01%
694
-23
264
$45.2K 0.01%
365
265
$44.3K 0.01%
253
-352
266
$44K 0.01%
176
267
$43.4K 0.01%
449
-215
268
$43.1K 0.01%
425
-190
269
$42.5K 0.01%
312
270
$41.3K 0.01%
850
271
$41.2K 0.01%
406
-53
272
$40.6K 0.01%
102
273
$40.4K 0.01%
143
274
$39.6K 0.01%
694
-243
275
$39.2K 0.01%
318
-25
9 10
11
12 13