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
426
$12K ﹤0.01%
304
+104
427
$12K ﹤0.01%
228
+151
428
$12K ﹤0.01%
+442
429
$12K ﹤0.01%
99
+3
430
$12K ﹤0.01%
51
431
$12K ﹤0.01%
403
-421
432
$12K ﹤0.01%
67
+60
433
$11K ﹤0.01%
+369
434
$11K ﹤0.01%
1,000
435
$11K ﹤0.01%
513
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436
$11K ﹤0.01%
1,447
437
$11K ﹤0.01%
357
-20
438
$11K ﹤0.01%
322
+10
439
$11K ﹤0.01%
86
-13
440
$11K ﹤0.01%
138
-18
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$11K ﹤0.01%
204
442
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443
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444
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214
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445
$11K ﹤0.01%
95
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446
$11K ﹤0.01%
37
447
$11K ﹤0.01%
109
-41
448
$11K ﹤0.01%
253
449
$11K ﹤0.01%
307
450
$11K ﹤0.01%
44
-10
16 17
18
19 20