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
$464M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$6.69M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$3.43M
5
BND icon
Vanguard Total Bond Market
BND
+$3.19M

Top Sells

1
+$13M
2
+$11.9M
3
+$9.54M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.07M

Sector Composition

1 Technology 10.14%
2 Consumer Staples 4.67%
3 Communication Services 4.59%
4 Healthcare 3.67%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15.6K ﹤0.01%
148
-24
377
$15.4K ﹤0.01%
1,003
-310
378
$15.4K ﹤0.01%
61
379
$15.3K ﹤0.01%
548
380
$15.2K ﹤0.01%
224
381
$15K ﹤0.01%
93
+1
382
$14.8K ﹤0.01%
204
-4,449
383
$14.7K ﹤0.01%
244
384
$14.7K ﹤0.01%
49
385
$14.6K ﹤0.01%
110
386
$14.6K ﹤0.01%
101
-6
387
$14.6K ﹤0.01%
216
+24
388
$14.4K ﹤0.01%
172
-1,682
389
$14.3K ﹤0.01%
111
390
$14.1K ﹤0.01%
199
-32
391
$14.1K ﹤0.01%
52
-15
392
$14K ﹤0.01%
356
393
$14K ﹤0.01%
32
394
$14K ﹤0.01%
148
-440
395
$14K ﹤0.01%
165
396
$13.7K ﹤0.01%
600
397
$13.6K ﹤0.01%
63
-3
398
$13.4K ﹤0.01%
101
+6
399
$13.4K ﹤0.01%
200
400
$13.4K ﹤0.01%
1,234
14 15
16
17 18