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
$464M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$6.69M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$3.43M
5
BND icon
Vanguard Total Bond Market
BND
+$3.19M

Top Sells

1
+$13M
2
+$11.9M
3
+$9.54M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.07M

Sector Composition

1 Technology 10.14%
2 Consumer Staples 4.67%
3 Communication Services 4.59%
4 Healthcare 3.67%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8.65K ﹤0.01%
87
477
$8.52K ﹤0.01%
226
478
$8.48K ﹤0.01%
1,447
479
$8.47K ﹤0.01%
+110
480
$8.3K ﹤0.01%
381
481
$8.23K ﹤0.01%
50
482
$8.09K ﹤0.01%
441
483
$7.99K ﹤0.01%
93
484
$7.9K ﹤0.01%
653
485
$7.76K ﹤0.01%
195
486
$7.76K ﹤0.01%
33
487
$7.72K ﹤0.01%
37
488
$7.71K ﹤0.01%
153
-41
489
$7.65K ﹤0.01%
60
490
$7.64K ﹤0.01%
1,000
491
$7.59K ﹤0.01%
30
492
$7.56K ﹤0.01%
29
493
$7.56K ﹤0.01%
14
494
$7.55K ﹤0.01%
105
495
$7.54K ﹤0.01%
780
496
$7.52K ﹤0.01%
176
497
$7.45K ﹤0.01%
172
498
$7.39K ﹤0.01%
52
499
$7.29K ﹤0.01%
138
500
$7.29K ﹤0.01%
25
18 19
20
21 22