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
501
$7.14K ﹤0.01%
93
502
$7.09K ﹤0.01%
193
503
$7.03K ﹤0.01%
230
504
$6.99K ﹤0.01%
100
505
$6.93K ﹤0.01%
270
506
$6.92K ﹤0.01%
139
-3,999
507
$6.9K ﹤0.01%
372
508
$6.74K ﹤0.01%
33
-2
509
$6.74K ﹤0.01%
164
510
$6.71K ﹤0.01%
32
+6
511
$6.71K ﹤0.01%
423
512
$6.69K ﹤0.01%
126
-42
513
$6.69K ﹤0.01%
78
+65
514
$6.68K ﹤0.01%
423
515
$6.67K ﹤0.01%
405
516
$6.55K ﹤0.01%
29
517
$6.53K ﹤0.01%
33
518
$6.52K ﹤0.01%
94
519
$6.49K ﹤0.01%
50
-3,011
520
$6.41K ﹤0.01%
51
521
$6.41K ﹤0.01%
32
-3
522
$6.4K ﹤0.01%
51
523
$6.39K ﹤0.01%
78
524
$6.38K ﹤0.01%
138
525
$6.38K ﹤0.01%
16
-19
19 20
21
22 23