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
526
$6.07K ﹤0.01%
56
527
$6.03K ﹤0.01%
56
-25
528
$6.01K ﹤0.01%
24
529
$5.96K ﹤0.01%
43
530
$5.91K ﹤0.01%
98
-93
531
$5.88K ﹤0.01%
100
532
$5.86K ﹤0.01%
31
-51
533
$5.86K ﹤0.01%
24
534
$5.83K ﹤0.01%
49
535
$5.82K ﹤0.01%
95
536
$5.81K ﹤0.01%
169
+5
537
$5.79K ﹤0.01%
950
538
$5.77K ﹤0.01%
100
539
$5.66K ﹤0.01%
38
-63
540
$5.66K ﹤0.01%
25
541
$5.65K ﹤0.01%
221
542
$5.65K ﹤0.01%
72
543
$5.64K ﹤0.01%
22
544
$5.62K ﹤0.01%
75
545
$5.62K ﹤0.01%
183
546
$5.62K ﹤0.01%
21
547
$5.57K ﹤0.01%
140
548
$5.41K ﹤0.01%
46
549
$5.35K ﹤0.01%
27
550
$5.35K ﹤0.01%
661
20 21
22
23 24