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
$365M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.35M
3
+$2.5M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$2.24M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.15M

Top Sells

1
+$3.77M
2
+$3.1M
3
+$2.23M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.01M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.42M

Sector Composition

1 Technology 7.82%
2 Consumer Staples 4.99%
3 Communication Services 3.5%
4 Healthcare 3.13%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$17K ﹤0.01%
1,440
+2
377
$17K ﹤0.01%
+33
378
$17K ﹤0.01%
213
379
$17K ﹤0.01%
1,802
380
$16K ﹤0.01%
14
-3
381
$16K ﹤0.01%
+180
382
$16K ﹤0.01%
133
+30
383
$16K ﹤0.01%
43
+6
384
$16K ﹤0.01%
529
+488
385
$16K ﹤0.01%
103
-12
386
$16K ﹤0.01%
300
387
$16K ﹤0.01%
200
388
$16K ﹤0.01%
69
389
$16K ﹤0.01%
73
-22
390
$16K ﹤0.01%
108
+3
391
$15K ﹤0.01%
309
-126
392
$15K ﹤0.01%
375
393
$15K ﹤0.01%
151
-152
394
$15K ﹤0.01%
500
395
$15K ﹤0.01%
115
-6
396
$15K ﹤0.01%
600
397
$15K ﹤0.01%
124
398
$15K ﹤0.01%
+1,429
399
$14K ﹤0.01%
99
+3
400
$14K ﹤0.01%
125
-57
14 15
16
17 18