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
526
$6K ﹤0.01%
69
527
$6K ﹤0.01%
+11
528
$6K ﹤0.01%
36
+3
529
$6K ﹤0.01%
52
+3
530
$6K ﹤0.01%
400
531
$6K ﹤0.01%
51
+3
532
$6K ﹤0.01%
271
533
$6K ﹤0.01%
176
534
$6K ﹤0.01%
77
-81
535
$6K ﹤0.01%
210
+15
536
$6K ﹤0.01%
275
537
$6K ﹤0.01%
144
+80
538
$6K ﹤0.01%
28
539
$6K ﹤0.01%
161
540
$6K ﹤0.01%
302
-212
541
$6K ﹤0.01%
175
542
$6K ﹤0.01%
+36
543
$6K ﹤0.01%
136
+10
544
$6K ﹤0.01%
+474
545
$6K ﹤0.01%
157
-67
546
$6K ﹤0.01%
63
+4
547
$6K ﹤0.01%
605
548
$6K ﹤0.01%
+64
549
$6K ﹤0.01%
+310
550
$6K ﹤0.01%
+819
20 21
22
23 24