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
501
$7.25K ﹤0.01%
50
502
$7.24K ﹤0.01%
47
503
$7.23K ﹤0.01%
111
504
$7.14K ﹤0.01%
68
-43
505
$7.11K ﹤0.01%
140
506
$7.08K ﹤0.01%
85
-38
507
$7.06K ﹤0.01%
188
508
$7.02K ﹤0.01%
464
509
$6.93K ﹤0.01%
166
+15
510
$6.92K ﹤0.01%
160
511
$6.86K ﹤0.01%
70
-7
512
$6.8K ﹤0.01%
80
513
$6.77K ﹤0.01%
761
514
$6.73K ﹤0.01%
12
515
$6.69K ﹤0.01%
445
-31
516
$6.63K ﹤0.01%
48
517
$6.55K ﹤0.01%
29
518
$6.54K ﹤0.01%
100
519
$6.45K ﹤0.01%
+100
520
$6.43K ﹤0.01%
160
+1
521
$6.42K ﹤0.01%
134
522
$6.26K ﹤0.01%
43
-1
523
$6.25K ﹤0.01%
16
+1
524
$6.1K ﹤0.01%
86
525
$6.09K ﹤0.01%
76
19 20
21
22 23