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
351
$18.5K ﹤0.01%
185
-11
352
$18.3K ﹤0.01%
100
353
$18.3K ﹤0.01%
624
354
$18K ﹤0.01%
144
355
$17.9K ﹤0.01%
52
356
$17.9K ﹤0.01%
1,843
357
$17.8K ﹤0.01%
124
358
$17.7K ﹤0.01%
134
-22
359
$17.6K ﹤0.01%
204
-39
360
$17.4K ﹤0.01%
53
+13
361
$17.2K ﹤0.01%
391
362
$17.2K ﹤0.01%
170
+10
363
$17.1K ﹤0.01%
132
364
$17K ﹤0.01%
87
365
$16.9K ﹤0.01%
43
366
$16.7K ﹤0.01%
30
-1
367
$16.4K ﹤0.01%
319
368
$16.4K ﹤0.01%
105
-95
369
$16.3K ﹤0.01%
346
-35
370
$16.2K ﹤0.01%
310
371
$16K ﹤0.01%
68
+1
372
$15.8K ﹤0.01%
405
-56
373
$15.8K ﹤0.01%
315
374
$15.7K ﹤0.01%
30
375
$15.6K ﹤0.01%
100
13 14
15
16 17