PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
+$11.2M
2
+$11.1M
3
+$8.52M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.28M
5
PG icon
Procter & Gamble
PG
+$1.49M

Top Sells

1
+$11.1M
2
+$9.49M
3
+$6.92M
4
XOM icon
Exxon Mobil
XOM
+$2.24M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.17M

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%
27
+5
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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369
-500
485
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160
486
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73
-36
487
$9K ﹤0.01%
81
488
$9K ﹤0.01%
417
+142
489
$9K ﹤0.01%
78
490
$9K ﹤0.01%
111
-1,143
491
$9K ﹤0.01%
33
492
$9K ﹤0.01%
72
-1
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$9K ﹤0.01%
106
+8
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%
350
+11
499
$9K ﹤0.01%
39
+14
500
$9K ﹤0.01%
464
18 19
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