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
401
$13.3K ﹤0.01%
234
+91
402
$13.2K ﹤0.01%
76
-26
403
$13.2K ﹤0.01%
423
404
$13.1K ﹤0.01%
576
405
$13.1K ﹤0.01%
87
406
$12.8K ﹤0.01%
388
+27
407
$12.5K ﹤0.01%
451
408
$12.3K ﹤0.01%
246
-43
409
$12.3K ﹤0.01%
320
410
$12.3K ﹤0.01%
35
411
$12K ﹤0.01%
176
-17
412
$11.9K ﹤0.01%
261
413
$11.9K ﹤0.01%
38
414
$11.6K ﹤0.01%
344
-21
415
$11.6K ﹤0.01%
50
416
$11.5K ﹤0.01%
310
417
$11.4K ﹤0.01%
52
418
$11.3K ﹤0.01%
250
419
$11.2K ﹤0.01%
9
+1
420
$11.2K ﹤0.01%
1,123
421
$11.2K ﹤0.01%
11
422
$11.2K ﹤0.01%
119
423
$11.2K ﹤0.01%
274
424
$11K ﹤0.01%
240
425
$11K ﹤0.01%
198
15 16
17
18 19