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
$482M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$1.48M
3
+$1.37M
4
EQIX icon
Equinix
EQIX
+$1.03M
5
WELL icon
Welltower
WELL
+$964K

Top Sells

1
+$27.1M
2
+$2.04M
3
+$1.78M
4
JPM icon
JPMorgan Chase
JPM
+$1.55M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.35M

Sector Composition

1 Technology 11.58%
2 Consumer Staples 4.95%
3 Communication Services 4.49%
4 Healthcare 3.78%
5 Financials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.72M 0.77%
42,832
-525
27
$3.6M 0.74%
31,509
+710
28
$3.44M 0.71%
67,240
+148
29
$3.1M 0.64%
30,345
-646
30
$3.04M 0.63%
14,420
-7,365
31
$2.96M 0.61%
50,021
-731
32
$2.95M 0.61%
55,740
+88
33
$2.93M 0.61%
25,016
-99
34
$2.82M 0.58%
56,206
-14,177
35
$2.8M 0.58%
126,462
-10,641
36
$2.74M 0.57%
9,953
-3,967
37
$2.66M 0.55%
6,558
+50
38
$2.39M 0.5%
4,094
-12
39
$2.33M 0.48%
2,623
+15
40
$2.16M 0.45%
26,801
+199
41
$1.95M 0.4%
4,241
-4,430
42
$1.91M 0.4%
11,218
-2,152
43
$1.87M 0.39%
47,009
-17,583
44
$1.85M 0.38%
71,072
-896
45
$1.69M 0.35%
9,792
+452
46
$1.57M 0.32%
12,445
+11,711
47
$1.57M 0.32%
9,063
+32
48
$1.48M 0.31%
5,325
-321
49
$1.47M 0.3%
28,375
+6,670
50
$1.44M 0.3%
16,086
1
2
3 4 5