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
276
$38.5K 0.01%
92
-11
277
$37.7K 0.01%
200
278
$37.6K 0.01%
647
279
$35.6K 0.01%
302
280
$34.8K 0.01%
602
-110
281
$34.7K 0.01%
373
-58
282
$34.4K 0.01%
465
-46
283
$34.3K 0.01%
45
284
$34.2K 0.01%
345
-41
285
$33.9K 0.01%
450
286
$33.8K 0.01%
82
287
$33K 0.01%
106
288
$32.7K 0.01%
210
-5
289
$32.7K 0.01%
314
290
$32.7K 0.01%
9
291
$32.5K 0.01%
1,400
292
$32K 0.01%
55
293
$31.3K 0.01%
625
294
$31.3K 0.01%
1,686
295
$31K 0.01%
180
-104
296
$30.8K 0.01%
193
-1,874
297
$30.8K 0.01%
650
298
$30.2K 0.01%
410
299
$30.1K 0.01%
69
300
$30.1K 0.01%
219
10 11
12
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