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
576
$4.74K ﹤0.01%
24
577
$4.68K ﹤0.01%
44
-13
578
$4.67K ﹤0.01%
110
579
$4.67K ﹤0.01%
661
580
$4.66K ﹤0.01%
221
581
$4.65K ﹤0.01%
95
582
$4.65K ﹤0.01%
49
583
$4.64K ﹤0.01%
30
584
$4.63K ﹤0.01%
12
585
$4.61K ﹤0.01%
37
586
$4.58K ﹤0.01%
41
587
$4.56K ﹤0.01%
46
588
$4.54K ﹤0.01%
48
589
$4.51K ﹤0.01%
411
590
$4.47K ﹤0.01%
500
591
$4.41K ﹤0.01%
415
592
$4.4K ﹤0.01%
742
593
$4.38K ﹤0.01%
34
594
$4.37K ﹤0.01%
100
595
$4.31K ﹤0.01%
22
596
$4.31K ﹤0.01%
27
597
$4.3K ﹤0.01%
110
598
$4.27K ﹤0.01%
400
599
$4.25K ﹤0.01%
91
+57
600
$4.25K ﹤0.01%
67
22 23
24
25 26