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
476
$8.81K ﹤0.01%
261
477
$8.79K ﹤0.01%
51
-3
478
$8.79K ﹤0.01%
135
479
$8.73K ﹤0.01%
132
480
$8.71K ﹤0.01%
381
481
$8.69K ﹤0.01%
56
482
$8.68K ﹤0.01%
176
483
$8.68K ﹤0.01%
143
484
$8.64K ﹤0.01%
150
485
$8.62K ﹤0.01%
78
486
$8.55K ﹤0.01%
121
487
$8.54K ﹤0.01%
52
488
$8.52K ﹤0.01%
178
489
$8.51K ﹤0.01%
85
490
$8.23K ﹤0.01%
100
491
$8.22K ﹤0.01%
119
492
$8.16K ﹤0.01%
172
493
$8.15K ﹤0.01%
41
494
$8.12K ﹤0.01%
188
495
$8.12K ﹤0.01%
97
-324,229
496
$8.06K ﹤0.01%
47
497
$8.03K ﹤0.01%
195
498
$8.02K ﹤0.01%
114
+8
499
$7.98K ﹤0.01%
85
500
$7.97K ﹤0.01%
68
18 19
20
21 22