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
401
$12.4K ﹤0.01%
423
402
$12.2K ﹤0.01%
600
403
$12.2K ﹤0.01%
138
404
$12.1K ﹤0.01%
31
-1
405
$11.8K ﹤0.01%
29
406
$11.8K ﹤0.01%
261
407
$11.8K ﹤0.01%
156
408
$11.8K ﹤0.01%
261
+67
409
$11.8K ﹤0.01%
110
+3
410
$11.6K ﹤0.01%
109
+3
411
$11.5K ﹤0.01%
59
+40
412
$11.4K ﹤0.01%
548
-37
413
$11.3K ﹤0.01%
87
414
$11.2K ﹤0.01%
111
415
$11.1K ﹤0.01%
43
416
$11K ﹤0.01%
188
-11
417
$11K ﹤0.01%
88
418
$11K ﹤0.01%
319
419
$11K ﹤0.01%
296
420
$10.9K ﹤0.01%
124
421
$10.8K ﹤0.01%
200
422
$10.8K ﹤0.01%
103
423
$10.8K ﹤0.01%
33
+10
424
$10.8K ﹤0.01%
651
+79
425
$10.8K ﹤0.01%
99
+14
15 16
17
18 19