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
526
$7K ﹤0.01%
12
527
$6.97K ﹤0.01%
100
528
$6.95K ﹤0.01%
92
529
$6.93K ﹤0.01%
160
530
$6.93K ﹤0.01%
76
531
$6.91K ﹤0.01%
464
532
$6.89K ﹤0.01%
508
533
$6.89K ﹤0.01%
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534
$6.82K ﹤0.01%
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535
$6.81K ﹤0.01%
134
536
$6.75K ﹤0.01%
24
537
$6.74K ﹤0.01%
184
+59
538
$6.67K ﹤0.01%
+1,000
539
$6.62K ﹤0.01%
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540
$6.61K ﹤0.01%
25
541
$6.6K ﹤0.01%
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-3
542
$6.59K ﹤0.01%
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543
$6.56K ﹤0.01%
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544
$6.53K ﹤0.01%
140
545
$6.51K ﹤0.01%
40
546
$6.48K ﹤0.01%
183
547
$6.46K ﹤0.01%
212
548
$6.42K ﹤0.01%
11
-1
549
$6.38K ﹤0.01%
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550
$6.36K ﹤0.01%
100
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