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
576
$4.84K ﹤0.01%
70
577
$4.83K ﹤0.01%
24
578
$4.82K ﹤0.01%
56
+22
579
$4.82K ﹤0.01%
29
580
$4.8K ﹤0.01%
28
+2
581
$4.79K ﹤0.01%
27
582
$4.78K ﹤0.01%
91
583
$4.77K ﹤0.01%
10
584
$4.75K ﹤0.01%
42
-13
585
$4.74K ﹤0.01%
131
-56
586
$4.72K ﹤0.01%
11
-18
587
$4.71K ﹤0.01%
41
588
$4.67K ﹤0.01%
35
-9
589
$4.64K ﹤0.01%
17
590
$4.63K ﹤0.01%
15
591
$4.61K ﹤0.01%
11
592
$4.57K ﹤0.01%
51
593
$4.56K ﹤0.01%
742
594
$4.54K ﹤0.01%
52
-64
595
$4.54K ﹤0.01%
3
596
$4.52K ﹤0.01%
11
-22
597
$4.51K ﹤0.01%
43
598
$4.47K ﹤0.01%
34
599
$4.42K ﹤0.01%
41
-3
600
$4.33K ﹤0.01%
22
22 23
24
25 26