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
$405M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$9.92M
3
+$2.36M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.99M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.94M

Top Sells

1
+$22.1M
2
+$10.6M
3
+$2.33M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.06M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.71M

Sector Composition

1 Technology 10.54%
2 Financials 4.95%
3 Consumer Staples 4.52%
4 Communication Services 4.03%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9.17K ﹤0.01%
89
452
$9.1K ﹤0.01%
200
453
$8.98K ﹤0.01%
1,123
454
$8.9K ﹤0.01%
274
+36
455
$8.76K ﹤0.01%
230
-44
456
$8.75K ﹤0.01%
226
457
$8.74K ﹤0.01%
320
458
$8.68K ﹤0.01%
555
459
$8.59K ﹤0.01%
110
460
$8.58K ﹤0.01%
317
461
$8.53K ﹤0.01%
70
-48
462
$8.52K ﹤0.01%
78
463
$8.5K ﹤0.01%
50
-3,159
464
$8.46K ﹤0.01%
32
-3
465
$8.45K ﹤0.01%
327
466
$8.42K ﹤0.01%
307
467
$8.31K ﹤0.01%
81
468
$8.24K ﹤0.01%
653
469
$8.22K ﹤0.01%
82
+45
470
$8.12K ﹤0.01%
242
-48
471
$8.07K ﹤0.01%
41
472
$8.01K ﹤0.01%
158
+79
473
$7.99K ﹤0.01%
55
474
$7.91K ﹤0.01%
31
475
$7.89K ﹤0.01%
80
17 18
19
20 21