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
401
$13.7K ﹤0.01%
354
+10
402
$13.7K ﹤0.01%
176
403
$13.6K ﹤0.01%
111
404
$13.4K ﹤0.01%
+125
405
$13.2K ﹤0.01%
200
406
$13.2K ﹤0.01%
+2,000
407
$12.9K ﹤0.01%
96
408
$12.8K ﹤0.01%
50
409
$12.7K ﹤0.01%
196
410
$12.6K ﹤0.01%
236
411
$12.5K ﹤0.01%
240
412
$12.5K ﹤0.01%
49
-9
413
$12.4K ﹤0.01%
272
414
$12.1K ﹤0.01%
85
415
$12K ﹤0.01%
55
416
$11.9K ﹤0.01%
594
-23
417
$11.9K ﹤0.01%
165
-13
418
$11.9K ﹤0.01%
1,123
419
$11.8K ﹤0.01%
74
420
$11.7K ﹤0.01%
51
421
$11.6K ﹤0.01%
331
-544
422
$11.6K ﹤0.01%
+101
423
$11.6K ﹤0.01%
52
424
$11.6K ﹤0.01%
250
425
$11.5K ﹤0.01%
1,031
15 16
17
18 19