PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
+$11.2M
2
+$11.1M
3
+$8.52M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.28M
5
PG icon
Procter & Gamble
PG
+$1.49M

Top Sells

1
+$11.1M
2
+$9.49M
3
+$6.92M
4
XOM icon
Exxon Mobil
XOM
+$2.24M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.17M

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%
+200
452
$11K ﹤0.01%
670
453
$11K ﹤0.01%
240
454
$11K ﹤0.01%
46
+3
455
$11K ﹤0.01%
653
456
$10K ﹤0.01%
33
457
$10K ﹤0.01%
106
-3
458
$10K ﹤0.01%
307
459
$10K ﹤0.01%
69
+17
460
$10K ﹤0.01%
1,447
461
$10K ﹤0.01%
176
462
$10K ﹤0.01%
82
-3
463
$10K ﹤0.01%
+200
464
$10K ﹤0.01%
218
-28
465
$10K ﹤0.01%
230
466
$10K ﹤0.01%
162
467
$10K ﹤0.01%
50
468
$10K ﹤0.01%
423
-90
469
$10K ﹤0.01%
1,000
470
$10K ﹤0.01%
240
471
$10K ﹤0.01%
310
472
$10K ﹤0.01%
49
+26
473
$10K ﹤0.01%
121
474
$10K ﹤0.01%
300
475
$10K ﹤0.01%
296
-23
17 18
19
20 21