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
326
$21.4K 0.01%
579
-10,152
327
$21.1K 0.01%
393
328
$21K 0.01%
623
+10
329
$20.9K 0.01%
91
+4
330
$20.9K 0.01%
103
331
$20.5K 0.01%
123
-147
332
$20.4K 0.01%
69
333
$20.3K 0.01%
495
+64
334
$20.1K ﹤0.01%
122
-1
335
$19.7K ﹤0.01%
420
336
$19.3K ﹤0.01%
66
337
$18.9K ﹤0.01%
125
-7
338
$18.8K ﹤0.01%
414
339
$18.4K ﹤0.01%
159
340
$18.3K ﹤0.01%
1,050
341
$18.2K ﹤0.01%
86
+23
342
$18.2K ﹤0.01%
290
-140
343
$18.2K ﹤0.01%
969
344
$18.2K ﹤0.01%
116
-3,119
345
$18.2K ﹤0.01%
77
-1
346
$18.1K ﹤0.01%
196
-4
347
$17.6K ﹤0.01%
86
-16
348
$17.4K ﹤0.01%
57
+4
349
$17.4K ﹤0.01%
154
350
$17.2K ﹤0.01%
236
12 13
14
15 16