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
476
$7.88K ﹤0.01%
112
477
$7.8K ﹤0.01%
140
478
$7.72K ﹤0.01%
1,000
479
$7.68K ﹤0.01%
54
480
$7.66K ﹤0.01%
310
481
$7.66K ﹤0.01%
37
482
$7.65K ﹤0.01%
80
+13
483
$7.61K ﹤0.01%
11
484
$7.56K ﹤0.01%
38
+30
485
$7.55K ﹤0.01%
120
+3
486
$7.45K ﹤0.01%
52
487
$7.44K ﹤0.01%
25
488
$7.44K ﹤0.01%
89
489
$7.4K ﹤0.01%
487
490
$7.39K ﹤0.01%
89
491
$7.37K ﹤0.01%
68
492
$7.36K ﹤0.01%
35
493
$7.36K ﹤0.01%
176
494
$7.33K ﹤0.01%
200
+100
495
$7.3K ﹤0.01%
165
496
$7.29K ﹤0.01%
251
-17
497
$7.26K ﹤0.01%
246
498
$7.22K ﹤0.01%
1,447
499
$7.21K ﹤0.01%
761
500
$7.16K ﹤0.01%
+129
18 19
20
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