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
501
$7.97K ﹤0.01%
25
502
$7.87K ﹤0.01%
48
503
$7.82K ﹤0.01%
43
504
$7.78K ﹤0.01%
80
505
$7.76K ﹤0.01%
142
-11
506
$7.75K ﹤0.01%
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507
$7.71K ﹤0.01%
70
508
$7.68K ﹤0.01%
198
509
$7.68K ﹤0.01%
33
+2
510
$7.67K ﹤0.01%
+5,000
511
$7.62K ﹤0.01%
761
512
$7.56K ﹤0.01%
39
-14
513
$7.54K ﹤0.01%
193
514
$7.37K ﹤0.01%
86
515
$7.26K ﹤0.01%
105
516
$7.25K ﹤0.01%
360
517
$7.24K ﹤0.01%
22
518
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519
$7.17K ﹤0.01%
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520
$7.11K ﹤0.01%
30
521
$7.09K ﹤0.01%
226
522
$7.09K ﹤0.01%
555
-21
523
$7.07K ﹤0.01%
14
524
$7.07K ﹤0.01%
+500
525
$7.02K ﹤0.01%
52
-266
19 20
21
22 23