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
$482M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$1.48M
3
+$1.37M
4
EQIX icon
Equinix
EQIX
+$1.03M
5
WELL icon
Welltower
WELL
+$964K

Top Sells

1
+$27.1M
2
+$2.04M
3
+$1.78M
4
JPM icon
JPMorgan Chase
JPM
+$1.55M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.35M

Sector Composition

1 Technology 11.58%
2 Consumer Staples 4.95%
3 Communication Services 4.49%
4 Healthcare 3.78%
5 Financials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15.7K ﹤0.01%
331
+224
377
$15.6K ﹤0.01%
148
378
$15.4K ﹤0.01%
+275
379
$15.4K ﹤0.01%
244
380
$15.4K ﹤0.01%
147
381
$15.3K ﹤0.01%
197
-12
382
$15.1K ﹤0.01%
35
383
$15K ﹤0.01%
451
384
$15K ﹤0.01%
232
-3,730
385
$15K ﹤0.01%
32
386
$15K ﹤0.01%
427
+4
387
$15K ﹤0.01%
78
388
$14.7K ﹤0.01%
52
-1
389
$14.7K ﹤0.01%
+302
390
$14.6K ﹤0.01%
310
391
$14.3K ﹤0.01%
134
+120
392
$14.3K ﹤0.01%
185
393
$14.1K ﹤0.01%
100
394
$14K ﹤0.01%
344
395
$13.8K ﹤0.01%
+800
396
$13.8K ﹤0.01%
198
397
$13.8K ﹤0.01%
187
398
$13.8K ﹤0.01%
138
-35
399
$13.7K ﹤0.01%
127
-3
400
$13.7K ﹤0.01%
1,234
14 15
16
17 18