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
26
$3.17M 0.78%
64,838
+5,590
27
$3.16M 0.78%
43,188
-944
28
$3.13M 0.77%
24,647
+752
29
$3.1M 0.76%
64,435
+9,189
30
$2.93M 0.72%
8,377
+4,618
31
$2.93M 0.72%
38,634
+1,045
32
$2.6M 0.64%
35,959
-15
33
$2.51M 0.62%
51,548
-1,078
34
$2.32M 0.57%
139,407
-8,436
35
$2.12M 0.52%
48,700
+1,530
36
$2.01M 0.5%
6,655
+36
37
$1.85M 0.46%
36,894
+707
38
$1.83M 0.45%
3,630
+61
39
$1.79M 0.44%
4,519
+2,200
40
$1.66M 0.41%
91,096
-3,276
41
$1.6M 0.4%
6,408
+630
42
$1.56M 0.39%
2,768
+65
43
$1.46M 0.36%
13,814
+2,206
44
$1.44M 0.36%
9,875
+25
45
$1.43M 0.35%
14,301
-1,575
46
$1.4M 0.34%
26,193
+6,015
47
$1.37M 0.34%
5,683
-103
48
$1.36M 0.33%
30,635
+2,322
49
$1.15M 0.28%
19,880
+152
50
$1.13M 0.28%
41,100
+19,392
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