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
276
$31.2K 0.01%
1,686
277
$31K 0.01%
365
278
$31K 0.01%
386
279
$30.9K 0.01%
510
280
$30.7K 0.01%
1,400
281
$30.7K 0.01%
1,000
282
$30.6K 0.01%
312
283
$30.6K 0.01%
726
+12
284
$30.3K 0.01%
115
-9
285
$29.7K 0.01%
329
+15
286
$29.1K 0.01%
260
287
$29K 0.01%
315
-19
288
$28.9K 0.01%
700
289
$28.6K 0.01%
1,800
290
$27.8K 0.01%
9
291
$27.7K 0.01%
240
292
$27.6K 0.01%
73
293
$27.5K 0.01%
210
+55
294
$27.4K 0.01%
428
-33
295
$27.3K 0.01%
402
-100
296
$27.2K 0.01%
1,981
297
$27.2K 0.01%
255
+1
298
$26.8K 0.01%
219
299
$26.5K 0.01%
780
300
$26.4K 0.01%
650
10 11
12
13 14