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
$365M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.35M
3
+$2.5M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$2.24M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.15M

Top Sells

1
+$3.77M
2
+$3.1M
3
+$2.23M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.01M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.42M

Sector Composition

1 Technology 7.82%
2 Consumer Staples 4.99%
3 Communication Services 3.5%
4 Healthcare 3.13%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$8K ﹤0.01%
+455
502
$8K ﹤0.01%
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503
$8K ﹤0.01%
279
+252
504
$7K ﹤0.01%
45
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505
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506
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75
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507
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+171
508
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144
+6
509
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248
+82
510
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+274
511
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160
-19
512
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37
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513
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77
514
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111
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515
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518
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519
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$7K ﹤0.01%
45
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521
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88
522
$7K ﹤0.01%
464
523
$7K ﹤0.01%
+247
524
$7K ﹤0.01%
+656
525
$7K ﹤0.01%
200
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