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
576
$5.83K ﹤0.01%
18
577
$5.8K ﹤0.01%
24
578
$5.79K ﹤0.01%
30
579
$5.78K ﹤0.01%
44
580
$5.74K ﹤0.01%
445
581
$5.72K ﹤0.01%
107
582
$5.72K ﹤0.01%
221
583
$5.68K ﹤0.01%
245
+4
584
$5.57K ﹤0.01%
661
585
$5.54K ﹤0.01%
275
586
$5.53K ﹤0.01%
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587
$5.53K ﹤0.01%
56
588
$5.49K ﹤0.01%
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589
$5.47K ﹤0.01%
72
+23
590
$5.44K ﹤0.01%
78
-21
591
$5.42K ﹤0.01%
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592
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$5.39K ﹤0.01%
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85
+8
596
$5.36K ﹤0.01%
35
-1,797
597
$5.35K ﹤0.01%
36
598
$5.32K ﹤0.01%
21
599
$5.32K ﹤0.01%
131
600
$5.29K ﹤0.01%
9
+4
22 23
24
25 26