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
$406M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$8.36M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.3M
5
PG icon
Procter & Gamble
PG
+$1.45M

Top Sells

1
+$11.2M
2
+$9.19M
3
+$7.16M
4
XOM icon
Exxon Mobil
XOM
+$2.37M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.22M

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
401
$14K ﹤0.01%
128
+8
402
$14K ﹤0.01%
108
403
$14K ﹤0.01%
243
404
$14K ﹤0.01%
393
405
$14K ﹤0.01%
600
406
$14K ﹤0.01%
403
-3,333
407
$14K ﹤0.01%
660
408
$14K ﹤0.01%
108
409
$14K ﹤0.01%
44
410
$14K ﹤0.01%
108
+18
411
$13K ﹤0.01%
500
412
$13K ﹤0.01%
115
413
$13K ﹤0.01%
185
414
$13K ﹤0.01%
87
-47
415
$13K ﹤0.01%
54
416
$13K ﹤0.01%
90
-16
417
$13K ﹤0.01%
503
418
$13K ﹤0.01%
95
419
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271
-102
420
$13K ﹤0.01%
25
-3
421
$13K ﹤0.01%
93
-6
422
$12K ﹤0.01%
75
423
$12K ﹤0.01%
158
+22
424
$12K ﹤0.01%
600
+500
425
$12K ﹤0.01%
313
-61
15 16
17
18 19