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
$464M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$6.69M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$3.43M
5
BND icon
Vanguard Total Bond Market
BND
+$3.19M

Top Sells

1
+$13M
2
+$11.9M
3
+$9.54M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.07M

Sector Composition

1 Technology 10.14%
2 Consumer Staples 4.67%
3 Communication Services 4.59%
4 Healthcare 3.67%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$11K ﹤0.01%
135
427
$10.9K ﹤0.01%
344
428
$10.8K ﹤0.01%
96
429
$10.8K ﹤0.01%
380
430
$10.7K ﹤0.01%
897
431
$10.7K ﹤0.01%
289
-179
432
$10.6K ﹤0.01%
216
+53
433
$10.6K ﹤0.01%
55
434
$10.5K ﹤0.01%
167
-3
435
$10.5K ﹤0.01%
57
-60
436
$10.4K ﹤0.01%
17
437
$10.4K ﹤0.01%
135
-21
438
$10.1K ﹤0.01%
261
439
$10K ﹤0.01%
478
+52
440
$9.88K ﹤0.01%
200
441
$9.87K ﹤0.01%
312
442
$9.87K ﹤0.01%
110
443
$9.86K ﹤0.01%
310
444
$9.86K ﹤0.01%
575
445
$9.85K ﹤0.01%
81
-81
446
$9.8K ﹤0.01%
57
447
$9.73K ﹤0.01%
59
+7
448
$9.64K ﹤0.01%
37
449
$9.48K ﹤0.01%
423
450
$9.43K ﹤0.01%
40
-36
16 17
18
19 20