PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
+$11.2M
2
+$11.1M
3
+$8.52M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.28M
5
PG icon
Procter & Gamble
PG
+$1.49M

Top Sells

1
+$11.1M
2
+$9.49M
3
+$6.92M
4
XOM icon
Exxon Mobil
XOM
+$2.24M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.17M

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
276
$34K 0.01%
380
277
$33K 0.01%
250
-24
278
$33K 0.01%
295
-15
279
$33K 0.01%
246
+11
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78
-7
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$32K 0.01%
2,904
282
$32K 0.01%
500
283
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285
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75
287
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+200
288
$30K 0.01%
151
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$30K 0.01%
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290
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613
291
$29K 0.01%
181
292
$29K 0.01%
649
293
$29K 0.01%
778
-16
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$28K 0.01%
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$27K 0.01%
74
+12
300
$27K 0.01%
347
-1
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