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
351
$17.1K ﹤0.01%
561
352
$17.1K ﹤0.01%
141
+37
353
$17K ﹤0.01%
295
+22
354
$17K ﹤0.01%
226
-85
355
$16.8K ﹤0.01%
1,313
356
$16.6K ﹤0.01%
391
357
$16.1K ﹤0.01%
1,444
-87
358
$15.9K ﹤0.01%
313
359
$15.7K ﹤0.01%
127
360
$15.4K ﹤0.01%
1,843
361
$15.1K ﹤0.01%
271
-157
362
$14.9K ﹤0.01%
493
363
$14.8K ﹤0.01%
144
364
$14.8K ﹤0.01%
100
365
$14.7K ﹤0.01%
244
366
$14.6K ﹤0.01%
342
367
$14.5K ﹤0.01%
100
368
$14.4K ﹤0.01%
356
-1,000
369
$14.4K ﹤0.01%
36
-21
370
$14.3K ﹤0.01%
52
-5
371
$14.2K ﹤0.01%
456
-13,917
372
$14.1K ﹤0.01%
196
373
$14K ﹤0.01%
624
374
$13.9K ﹤0.01%
59
-730
375
$13.9K ﹤0.01%
69
-8
13 14
15
16 17