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
301
$25.5K 0.01%
1,458
+2
302
$25.4K 0.01%
10
303
$25.4K 0.01%
277
304
$25.2K 0.01%
140
305
$25.1K 0.01%
490
-9,126
306
$24.8K 0.01%
106
307
$24.8K 0.01%
625
308
$24.7K 0.01%
316
+41
309
$24.1K 0.01%
215
310
$24.1K 0.01%
193
+2
311
$24.1K 0.01%
208
312
$24.1K 0.01%
182
+19
313
$23.8K 0.01%
462
-8,954
314
$23.6K 0.01%
163
+10
315
$23.4K 0.01%
200
316
$23.4K 0.01%
220
317
$23.1K 0.01%
172
318
$23K 0.01%
126
319
$22.6K 0.01%
132
320
$22.5K 0.01%
144
+33
321
$22.2K 0.01%
402
322
$22K 0.01%
192
+14
323
$21.8K 0.01%
1,426
+20
324
$21.5K 0.01%
248
-2
325
$21.5K 0.01%
426
11 12
13
14 15