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
$406M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$8.36M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.3M
5
PG icon
Procter & Gamble
PG
+$1.45M

Top Sells

1
+$11.2M
2
+$9.19M
3
+$7.16M
4
XOM icon
Exxon Mobil
XOM
+$2.37M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.22M

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
376
$17K ﹤0.01%
213
377
$17K ﹤0.01%
294
378
$17K ﹤0.01%
658
-34
379
$17K ﹤0.01%
377
-26
380
$16K ﹤0.01%
7
+2
381
$16K ﹤0.01%
99
382
$16K ﹤0.01%
513
383
$16K ﹤0.01%
45
+8
384
$16K ﹤0.01%
865
+664
385
$16K ﹤0.01%
144
386
$16K ﹤0.01%
528
-124
387
$16K ﹤0.01%
357
388
$16K ﹤0.01%
70
389
$15K ﹤0.01%
351
390
$15K ﹤0.01%
112
391
$15K ﹤0.01%
1,400
392
$15K ﹤0.01%
121
-1,560
393
$15K ﹤0.01%
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394
$15K ﹤0.01%
780
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395
$15K ﹤0.01%
130
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396
$15K ﹤0.01%
69
397
$15K ﹤0.01%
60
398
$15K ﹤0.01%
405
+44
399
$15K ﹤0.01%
1,802
400
$14K ﹤0.01%
254
+1
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16
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