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
351
$18.7K ﹤0.01%
77
+9
352
$18.7K ﹤0.01%
52
353
$18.7K ﹤0.01%
414
354
$18.5K ﹤0.01%
624
355
$18.5K ﹤0.01%
311
+200
356
$18.1K ﹤0.01%
879
-500
357
$18K ﹤0.01%
360
+14
358
$18K ﹤0.01%
124
359
$17.5K ﹤0.01%
9
360
$17.4K ﹤0.01%
206
-49
361
$17.3K ﹤0.01%
+425
362
$17.3K ﹤0.01%
97
-10
363
$17.3K ﹤0.01%
169
364
$17.2K ﹤0.01%
100
365
$17K ﹤0.01%
600
366
$16.9K ﹤0.01%
112
-4
367
$16.9K ﹤0.01%
290
368
$16.7K ﹤0.01%
207
-13
369
$16.6K ﹤0.01%
119
370
$16.5K ﹤0.01%
319
371
$16.2K ﹤0.01%
+16,500
372
$16.2K ﹤0.01%
272
+5
373
$16.2K ﹤0.01%
90
+4
374
$16.2K ﹤0.01%
67
-28
375
$15.7K ﹤0.01%
172
13 14
15
16 17