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
$464M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$6.69M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$3.43M
5
BND icon
Vanguard Total Bond Market
BND
+$3.19M

Top Sells

1
+$13M
2
+$11.9M
3
+$9.54M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.07M

Sector Composition

1 Technology 10.14%
2 Consumer Staples 4.67%
3 Communication Services 4.59%
4 Healthcare 3.67%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9.39K ﹤0.01%
262
-328
452
$9.36K ﹤0.01%
139
453
$9.36K ﹤0.01%
16
454
$9.34K ﹤0.01%
74
-5
455
$9.31K ﹤0.01%
51
456
$9.29K ﹤0.01%
76
-4
457
$9.25K ﹤0.01%
55
+1
458
$9.22K ﹤0.01%
49
-41
459
$9.18K ﹤0.01%
31
460
$9.11K ﹤0.01%
193
461
$9.1K ﹤0.01%
307
462
$9.01K ﹤0.01%
260
463
$8.96K ﹤0.01%
68
464
$8.87K ﹤0.01%
161
-58
465
$8.84K ﹤0.01%
317
466
$8.79K ﹤0.01%
106
467
$8.77K ﹤0.01%
40
468
$8.77K ﹤0.01%
78
469
$8.76K ﹤0.01%
59
-19
470
$8.73K ﹤0.01%
487
471
$8.73K ﹤0.01%
89
472
$8.69K ﹤0.01%
52
473
$8.68K ﹤0.01%
25
474
$8.67K ﹤0.01%
117
475
$8.65K ﹤0.01%
275
17 18
19
20 21