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
$406M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$8.36M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.3M
5
PG icon
Procter & Gamble
PG
+$1.45M

Top Sells

1
+$11.2M
2
+$9.19M
3
+$7.16M
4
XOM icon
Exxon Mobil
XOM
+$2.37M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.22M

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
451
$11K ﹤0.01%
20
-6
452
$11K ﹤0.01%
149
453
$11K ﹤0.01%
43
454
$11K ﹤0.01%
46
+3
455
$11K ﹤0.01%
653
456
$10K ﹤0.01%
307
457
$10K ﹤0.01%
69
+17
458
$10K ﹤0.01%
1,447
459
$10K ﹤0.01%
176
460
$10K ﹤0.01%
82
-3
461
$10K ﹤0.01%
+200
462
$10K ﹤0.01%
218
-28
463
$10K ﹤0.01%
230
464
$10K ﹤0.01%
162
465
$10K ﹤0.01%
50
466
$10K ﹤0.01%
423
-90
467
$10K ﹤0.01%
1,000
468
$10K ﹤0.01%
240
469
$10K ﹤0.01%
310
470
$10K ﹤0.01%
49
+26
471
$10K ﹤0.01%
33
472
$10K ﹤0.01%
106
-3
473
$10K ﹤0.01%
121
474
$10K ﹤0.01%
300
475
$10K ﹤0.01%
296
-23
17 18
19
20 21