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
551
$6.36K ﹤0.01%
95
552
$6.35K ﹤0.01%
+395
553
$6.33K ﹤0.01%
44
554
$6.32K ﹤0.01%
46
555
$6.32K ﹤0.01%
98
+30
556
$6.3K ﹤0.01%
140
557
$6.3K ﹤0.01%
167
558
$6.22K ﹤0.01%
56
559
$6.21K ﹤0.01%
+1,000
560
$6.2K ﹤0.01%
950
561
$6.18K ﹤0.01%
25
562
$6.17K ﹤0.01%
21
563
$6.15K ﹤0.01%
181
564
$6.1K ﹤0.01%
156
+25
565
$6.09K ﹤0.01%
53
+31
566
$6.08K ﹤0.01%
29
567
$6.08K ﹤0.01%
56
568
$6K ﹤0.01%
78
569
$6K ﹤0.01%
106
+74
570
$5.95K ﹤0.01%
70
571
$5.93K ﹤0.01%
49
572
$5.92K ﹤0.01%
+144
573
$5.9K ﹤0.01%
22
574
$5.86K ﹤0.01%
52
575
$5.86K ﹤0.01%
81
21 22
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24 25