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
426
$12K ﹤0.01%
180
427
$12K ﹤0.01%
35
-11
428
$12K ﹤0.01%
193
429
$12K ﹤0.01%
317
430
$12K ﹤0.01%
194
431
$12K ﹤0.01%
111
432
$12K ﹤0.01%
312
433
$12K ﹤0.01%
319
434
$12K ﹤0.01%
366
-9,108
435
$11K ﹤0.01%
16
436
$11K ﹤0.01%
186
-52
437
$11K ﹤0.01%
312
-7
438
$11K ﹤0.01%
1,123
439
$11K ﹤0.01%
248
440
$11K ﹤0.01%
312
441
$11K ﹤0.01%
53
+6
442
$11K ﹤0.01%
312
-2,085
443
$11K ﹤0.01%
372
444
$11K ﹤0.01%
103
-1,489
445
$11K ﹤0.01%
282
-3,271
446
$11K ﹤0.01%
131
447
$11K ﹤0.01%
+200
448
$11K ﹤0.01%
670
449
$11K ﹤0.01%
120
450
$11K ﹤0.01%
139
16 17
18
19 20