PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.1M
3
+$8.52M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.28M
5
PG icon
Procter & Gamble
PG
+$1.49M

Top Sells

1
+$11.1M
2
+$9.49M
3
+$6.92M
4
XOM icon
Exxon Mobil
XOM
+$2.24M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.17M

Sector Composition

1 Technology 9.34%
2 Consumer Staples 6.65%
3 Healthcare 5.88%
4 Financials 2.66%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$24K 0.01%
770
327
$23K 0.01%
230
328
$23K 0.01%
1,046
+1,000
329
$23K 0.01%
172
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281
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$23K 0.01%
72
-37
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333
$22K 0.01%
155
334
$22K 0.01%
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-14
336
$21K 0.01%
48
+2
337
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368
338
$21K 0.01%
214
339
$21K 0.01%
465
340
$21K 0.01%
250
-3,341
341
$21K 0.01%
295
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342
$21K 0.01%
1,843
343
$21K 0.01%
184
344
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175
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345
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346
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347
$20K ﹤0.01%
60
+15
348
$20K ﹤0.01%
729
349
$20K ﹤0.01%
144
350
$20K ﹤0.01%
332
12 13
14
15 16