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
$365M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.35M
3
+$2.5M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$2.24M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.15M

Top Sells

1
+$3.77M
2
+$3.1M
3
+$2.23M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.01M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.42M

Sector Composition

1 Technology 7.82%
2 Consumer Staples 4.99%
3 Communication Services 3.51%
4 Healthcare 3.13%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K ﹤0.01%
185
452
$11K ﹤0.01%
670
453
$11K ﹤0.01%
43
454
$11K ﹤0.01%
141
-2
455
$10K ﹤0.01%
205
-815
456
$10K ﹤0.01%
108
-72
457
$10K ﹤0.01%
1,400
458
$10K ﹤0.01%
319
-79
459
$10K ﹤0.01%
1,123
460
$10K ﹤0.01%
59
-66
461
$10K ﹤0.01%
305
462
$10K ﹤0.01%
+765
463
$10K ﹤0.01%
173
-9
464
$9K ﹤0.01%
+727
465
$9K ﹤0.01%
208
+8
466
$9K ﹤0.01%
1,020
467
$9K ﹤0.01%
139
-12
468
$9K ﹤0.01%
70
+10
469
$9K ﹤0.01%
106
+4
470
$9K ﹤0.01%
38
+23
471
$9K ﹤0.01%
136
472
$9K ﹤0.01%
127
+118
473
$9K ﹤0.01%
374
+195
474
$9K ﹤0.01%
2,299
+1,799
475
$9K ﹤0.01%
193
-111
17 18
19
20 21