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
351
$20K ﹤0.01%
216
-21
352
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235
-12
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204
354
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154
-3,448
355
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93
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574
-82
357
$19K ﹤0.01%
431
+68
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$19K ﹤0.01%
155
359
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256
360
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361
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244
362
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125
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363
$18K ﹤0.01%
270
-4
364
$18K ﹤0.01%
87
365
$18K ﹤0.01%
100
-32
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367
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-4,730
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42
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500
+200
370
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122
-2
371
$18K ﹤0.01%
302
372
$17K ﹤0.01%
234
+29
373
$17K ﹤0.01%
203
-5
374
$17K ﹤0.01%
289
+1
375
$17K ﹤0.01%
213
13 14
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