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
$482M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$1.48M
3
+$1.37M
4
EQIX icon
Equinix
EQIX
+$1.03M
5
WELL icon
Welltower
WELL
+$964K

Top Sells

1
+$27.1M
2
+$2.04M
3
+$1.78M
4
JPM icon
JPMorgan Chase
JPM
+$1.55M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.35M

Sector Composition

1 Technology 11.58%
2 Consumer Staples 4.95%
3 Communication Services 4.49%
4 Healthcare 3.78%
5 Financials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$23.4K ﹤0.01%
42
327
$23.3K ﹤0.01%
236
328
$23.2K ﹤0.01%
73
329
$23K ﹤0.01%
617
330
$22.3K ﹤0.01%
+100
331
$22.1K ﹤0.01%
7
332
$21.9K ﹤0.01%
+600
333
$21.5K ﹤0.01%
238
334
$21.2K ﹤0.01%
141
335
$21K ﹤0.01%
154
336
$20.9K ﹤0.01%
1,050
337
$20.8K ﹤0.01%
110
338
$20.5K ﹤0.01%
250
339
$20.4K ﹤0.01%
224
340
$20K ﹤0.01%
+10,346
341
$19.9K ﹤0.01%
87
342
$19.7K ﹤0.01%
144
343
$19.5K ﹤0.01%
177
344
$19.5K ﹤0.01%
374
-1,250
345
$19.5K ﹤0.01%
149
+111
346
$19.3K ﹤0.01%
341
-1
347
$19.3K ﹤0.01%
43
348
$19.1K ﹤0.01%
185
349
$19K ﹤0.01%
49
350
$18.9K ﹤0.01%
1,843
12 13
14
15 16