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
326
$24.3K 0.01%
177
-32
327
$24.1K 0.01%
420
328
$23.9K 0.01%
91
329
$23.5K 0.01%
121
-70
330
$23.3K 0.01%
123
+4
331
$23K 0.01%
116
332
$22.4K ﹤0.01%
236
333
$22.2K ﹤0.01%
108
334
$21.8K ﹤0.01%
1,050
335
$21.4K ﹤0.01%
373
+43
336
$21.2K ﹤0.01%
202
337
$21.2K ﹤0.01%
360
-42
338
$20.9K ﹤0.01%
196
339
$20.7K ﹤0.01%
141
-13
340
$19.9K ﹤0.01%
1,406
341
$19.8K ﹤0.01%
617
342
$19.6K ﹤0.01%
188
-89
343
$19.5K ﹤0.01%
310
-3
344
$19.5K ﹤0.01%
414
345
$19.3K ﹤0.01%
138
346
$19.2K ﹤0.01%
138
347
$19.1K ﹤0.01%
273
-210
348
$18.7K ﹤0.01%
177
-1,480
349
$18.7K ﹤0.01%
142
-2,129
350
$18.6K ﹤0.01%
185
12 13
14
15 16