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
$405M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$9.92M
3
+$2.36M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.99M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.94M

Top Sells

1
+$22.1M
2
+$10.6M
3
+$2.33M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.06M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.71M

Sector Composition

1 Technology 10.54%
2 Financials 4.95%
3 Consumer Staples 4.52%
4 Communication Services 4.03%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10.8K ﹤0.01%
184
+23
427
$10.8K ﹤0.01%
179
428
$10.7K ﹤0.01%
87
+4
429
$10.6K ﹤0.01%
32
430
$10.3K ﹤0.01%
240
431
$10.3K ﹤0.01%
139
+66
432
$10.2K ﹤0.01%
380
433
$10.2K ﹤0.01%
1,000
434
$10.2K ﹤0.01%
103
-70
435
$10.1K ﹤0.01%
260
+2
436
$10.1K ﹤0.01%
96
437
$10.1K ﹤0.01%
90
+39
438
$10K ﹤0.01%
219
-3,880
439
$9.99K ﹤0.01%
34
+28
440
$9.73K ﹤0.01%
110
-27
441
$9.71K ﹤0.01%
174
442
$9.64K ﹤0.01%
96
-2,068
443
$9.48K ﹤0.01%
123
444
$9.48K ﹤0.01%
575
445
$9.48K ﹤0.01%
246
446
$9.43K ﹤0.01%
310
447
$9.4K ﹤0.01%
194
448
$9.26K ﹤0.01%
939
-1
449
$9.25K ﹤0.01%
140
-1
450
$9.19K ﹤0.01%
64
+15
16 17
18
19 20