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
$406M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$8.36M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.3M
5
PG icon
Procter & Gamble
PG
+$1.45M

Top Sells

1
+$11.2M
2
+$9.19M
3
+$7.16M
4
XOM icon
Exxon Mobil
XOM
+$2.37M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.22M

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
476
$9K ﹤0.01%
160
477
$9K ﹤0.01%
71
+9
478
$9K ﹤0.01%
52
479
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131
480
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61
-63
481
$9K ﹤0.01%
+500
482
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+25
483
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157
+64
484
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27
+5
485
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369
-500
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73
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81
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$9K ﹤0.01%
417
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489
$9K ﹤0.01%
78
490
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111
-1,143
491
$9K ﹤0.01%
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106
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494
$9K ﹤0.01%
208
495
$9K ﹤0.01%
140
496
$9K ﹤0.01%
1,020
497
$9K ﹤0.01%
118
-13
498
$9K ﹤0.01%
39
+14
499
$9K ﹤0.01%
464
500
$9K ﹤0.01%
350
+11
18 19
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