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
251
$48.2K 0.01%
253
252
$46.8K 0.01%
1,450
253
$46.6K 0.01%
312
254
$46.6K 0.01%
2,434
255
$46K 0.01%
1,298
+750
256
$45.1K 0.01%
379
257
$45K 0.01%
166
+60
258
$44.9K 0.01%
576
-87
259
$44.4K 0.01%
920
-2,100
260
$43.6K 0.01%
126
261
$43.2K 0.01%
102
262
$43.2K 0.01%
143
263
$42.5K 0.01%
486
264
$41.6K 0.01%
531
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265
$41.6K 0.01%
631
-8
266
$41K 0.01%
98
+16
267
$40.2K 0.01%
225
268
$39.1K 0.01%
240
269
$38.9K 0.01%
200
270
$38.4K 0.01%
776
271
$38K 0.01%
135
272
$37.9K 0.01%
9
273
$37K 0.01%
1,400
274
$36.9K 0.01%
314
275
$36.8K 0.01%
75
9 10
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12 13