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
276
$36K 0.01%
365
277
$36K 0.01%
293
-25
278
$35.8K 0.01%
77
279
$35.5K 0.01%
685
-25
280
$35.2K 0.01%
210
281
$34.8K 0.01%
55
+25
282
$34.5K 0.01%
129
+100
283
$33.6K 0.01%
202
284
$33.5K 0.01%
322
285
$33.2K 0.01%
579
286
$32.9K 0.01%
220
287
$32.8K 0.01%
82
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288
$32.8K 0.01%
420
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289
$32.7K 0.01%
182
-1,505
290
$32.6K 0.01%
1,765
291
$32.6K 0.01%
650
292
$32.4K 0.01%
69
293
$32.2K 0.01%
240
294
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295
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296
$31K 0.01%
1,800
297
$30.9K 0.01%
121
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298
$30.8K 0.01%
+180
299
$30.4K 0.01%
1,296
-396
300
$30.2K 0.01%
127
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