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
551
$5.32K ﹤0.01%
44
552
$5.3K ﹤0.01%
18
553
$5.28K ﹤0.01%
92
+80
554
$5.25K ﹤0.01%
52
555
$5.24K ﹤0.01%
36
556
$5.23K ﹤0.01%
144
557
$5.22K ﹤0.01%
13
-17
558
$5.21K ﹤0.01%
181
+71
559
$5.17K ﹤0.01%
13
-18
560
$5.16K ﹤0.01%
78
561
$5.15K ﹤0.01%
19
562
$5.14K ﹤0.01%
9
563
$5.12K ﹤0.01%
42
564
$5.1K ﹤0.01%
12
565
$5.06K ﹤0.01%
57
566
$5.05K ﹤0.01%
1,900
567
$5.04K ﹤0.01%
19
568
$5.02K ﹤0.01%
100
569
$5K ﹤0.01%
253
+201
570
$4.97K ﹤0.01%
10
-24
571
$4.96K ﹤0.01%
115
-115
572
$4.92K ﹤0.01%
13
573
$4.92K ﹤0.01%
30
574
$4.92K ﹤0.01%
411
575
$4.9K ﹤0.01%
241
+1
21 22
23
24 25