PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
+$11.2M
2
+$11.1M
3
+$8.52M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.28M
5
PG icon
Procter & Gamble
PG
+$1.49M

Top Sells

1
+$11.1M
2
+$9.49M
3
+$6.92M
4
XOM icon
Exxon Mobil
XOM
+$2.24M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.17M

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%
327
433
$12K ﹤0.01%
319
434
$12K ﹤0.01%
366
-9,108
435
$11K ﹤0.01%
139
436
$11K ﹤0.01%
16
437
$11K ﹤0.01%
20
-6
438
$11K ﹤0.01%
149
439
$11K ﹤0.01%
43
440
$11K ﹤0.01%
186
-52
441
$11K ﹤0.01%
312
-7
442
$11K ﹤0.01%
1,123
443
$11K ﹤0.01%
248
444
$11K ﹤0.01%
312
445
$11K ﹤0.01%
53
+6
446
$11K ﹤0.01%
312
-2,085
447
$11K ﹤0.01%
372
448
$11K ﹤0.01%
103
-1,489
449
$11K ﹤0.01%
282
-3,271
450
$11K ﹤0.01%
131
16 17
18
19 20