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
$482M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$1.48M
3
+$1.37M
4
EQIX icon
Equinix
EQIX
+$1.03M
5
WELL icon
Welltower
WELL
+$964K

Top Sells

1
+$27.1M
2
+$2.04M
3
+$1.78M
4
JPM icon
JPMorgan Chase
JPM
+$1.55M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.35M

Sector Composition

1 Technology 11.58%
2 Consumer Staples 4.95%
3 Communication Services 4.49%
4 Healthcare 3.78%
5 Financials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$11.4K ﹤0.01%
11
427
$11.4K ﹤0.01%
26
+10
428
$11.1K ﹤0.01%
575
429
$11.1K ﹤0.01%
106
430
$11K ﹤0.01%
100
431
$10.9K ﹤0.01%
+349
432
$10.9K ﹤0.01%
306
433
$10.9K ﹤0.01%
28
434
$10.9K ﹤0.01%
61
435
$10.9K ﹤0.01%
241
436
$10.8K ﹤0.01%
87
437
$10.6K ﹤0.01%
569
438
$10.5K ﹤0.01%
66
439
$10.4K ﹤0.01%
59
440
$10.4K ﹤0.01%
93
441
$10.4K ﹤0.01%
982
-1,026
442
$10.3K ﹤0.01%
356
443
$10.3K ﹤0.01%
60
444
$10.2K ﹤0.01%
19
+2
445
$10.2K ﹤0.01%
66
446
$10.2K ﹤0.01%
37
447
$10.2K ﹤0.01%
905
+56
448
$10.1K ﹤0.01%
380
449
$10.1K ﹤0.01%
866
450
$10K ﹤0.01%
+50
16 17
18
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