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
$365M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.35M
3
+$2.5M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$2.24M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.15M

Top Sells

1
+$3.77M
2
+$3.1M
3
+$2.23M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.01M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.42M

Sector Composition

1 Technology 7.82%
2 Consumer Staples 4.99%
3 Communication Services 3.5%
4 Healthcare 3.13%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K ﹤0.01%
767
+617
402
$14K ﹤0.01%
49
-7
403
$14K ﹤0.01%
244
404
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294
-65
405
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81
+16
406
$13K ﹤0.01%
55
+30
407
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144
-35
408
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126
-52
409
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410
$13K ﹤0.01%
435
411
$13K ﹤0.01%
660
-130
412
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72
+35
413
$13K ﹤0.01%
323
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414
$13K ﹤0.01%
60
+8
415
$13K ﹤0.01%
328
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416
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85
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418
$12K ﹤0.01%
112
419
$12K ﹤0.01%
503
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420
$12K ﹤0.01%
59
-224
421
$12K ﹤0.01%
351
422
$12K ﹤0.01%
140
+73
423
$12K ﹤0.01%
246
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424
$12K ﹤0.01%
166
-108
425
$12K ﹤0.01%
72
-6
15 16
17
18 19