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
301
$29.9K 0.01%
75
302
$29.9K 0.01%
123
-48
303
$29.5K 0.01%
213
-30
304
$29.5K 0.01%
240
305
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220
306
$28.5K 0.01%
1,800
307
$28.4K 0.01%
9
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308
$28.1K 0.01%
320
-11
309
$28.1K 0.01%
126
310
$27.5K 0.01%
253
-45
311
$27.4K 0.01%
1,675
312
$27.3K 0.01%
372
-98
313
$27.1K 0.01%
127
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314
$26.7K 0.01%
406
315
$26.7K 0.01%
173
+3
316
$26.4K 0.01%
458
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317
$26.4K 0.01%
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$25.5K 0.01%
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$25.3K 0.01%
+1,010
322
$24.7K 0.01%
1,379
-80
323
$24.5K 0.01%
417
324
$24.4K 0.01%
402
325
$24.3K 0.01%
250
11 12
13
14 15