PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
+$11.2M
2
+$11.1M
3
+$8.52M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.28M
5
PG icon
Procter & Gamble
PG
+$1.49M

Top Sells

1
+$11.1M
2
+$9.49M
3
+$6.92M
4
XOM icon
Exxon Mobil
XOM
+$2.24M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.17M

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%
294
377
$17K ﹤0.01%
658
-34
378
$17K ﹤0.01%
377
-26
379
$17K ﹤0.01%
250
380
$16K ﹤0.01%
7
+2
381
$16K ﹤0.01%
99
382
$16K ﹤0.01%
528
-124
383
$16K ﹤0.01%
357
384
$16K ﹤0.01%
70
385
$16K ﹤0.01%
513
386
$16K ﹤0.01%
45
+8
387
$16K ﹤0.01%
865
+664
388
$16K ﹤0.01%
144
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%
147
-44
394
$15K ﹤0.01%
780
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395
$15K ﹤0.01%
130
+49
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
14 15
16
17 18