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
$405M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$9.92M
3
+$2.36M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.99M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.94M

Top Sells

1
+$22.1M
2
+$10.6M
3
+$2.33M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.06M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.71M

Sector Composition

1 Technology 10.54%
2 Financials 4.95%
3 Consumer Staples 4.52%
4 Communication Services 4.03%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13.8K ﹤0.01%
417
-96
377
$13.6K ﹤0.01%
491
-176
378
$13.6K ﹤0.01%
36
-2
379
$13.6K ﹤0.01%
364
-18,185
380
$13.5K ﹤0.01%
185
+5
381
$13.5K ﹤0.01%
111
+16
382
$13.5K ﹤0.01%
282
383
$13.4K ﹤0.01%
422
+225
384
$13.4K ﹤0.01%
330
385
$13.4K ﹤0.01%
757
+18
386
$13.4K ﹤0.01%
154
387
$13.3K ﹤0.01%
202
-2
388
$13.2K ﹤0.01%
87
389
$13.2K ﹤0.01%
185
390
$13.1K ﹤0.01%
79
+10
391
$13.1K ﹤0.01%
51
+5
392
$13.1K ﹤0.01%
18
393
$13K ﹤0.01%
192
394
$13K ﹤0.01%
141
+3
395
$12.9K ﹤0.01%
200
396
$12.8K ﹤0.01%
170
-3
397
$12.6K ﹤0.01%
62
398
$12.5K ﹤0.01%
526
-2,069
399
$12.5K ﹤0.01%
231
400
$12.4K ﹤0.01%
101
14 15
16
17 18