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
$405M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$9.92M
3
+$2.36M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.99M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.94M

Top Sells

1
+$22.1M
2
+$10.6M
3
+$2.33M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.06M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.71M

Sector Composition

1 Technology 10.54%
2 Financials 4.95%
3 Consumer Staples 4.52%
4 Communication Services 4.03%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5.69K ﹤0.01%
100
552
$5.64K ﹤0.01%
140
553
$5.64K ﹤0.01%
143
554
$5.6K ﹤0.01%
194
+20
555
$5.56K ﹤0.01%
137
556
$5.55K ﹤0.01%
79
557
$5.51K ﹤0.01%
464
558
$5.49K ﹤0.01%
2,050
559
$5.45K ﹤0.01%
78
560
$5.42K ﹤0.01%
44
+10
561
$5.37K ﹤0.01%
50
562
$5.23K ﹤0.01%
68
563
$5.21K ﹤0.01%
65
564
$5.19K ﹤0.01%
381
565
$5.15K ﹤0.01%
80
566
$5.12K ﹤0.01%
25
567
$5.08K ﹤0.01%
950
568
$5.04K ﹤0.01%
91
569
$5K ﹤0.01%
100
570
$4.96K ﹤0.01%
72
571
$4.93K ﹤0.01%
183
572
$4.89K ﹤0.01%
171
573
$4.82K ﹤0.01%
107
574
$4.8K ﹤0.01%
36
-20
575
$4.76K ﹤0.01%
51
+14
21 22
23
24 25