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
$365M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.35M
3
+$2.5M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$2.24M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.15M

Top Sells

1
+$3.77M
2
+$3.1M
3
+$2.23M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.01M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.42M

Sector Composition

1 Technology 7.82%
2 Consumer Staples 4.99%
3 Communication Services 3.51%
4 Healthcare 3.13%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5K ﹤0.01%
525
602
$5K ﹤0.01%
110
603
$5K ﹤0.01%
17
604
$5K ﹤0.01%
25
-70
605
$5K ﹤0.01%
+98
606
$4K ﹤0.01%
245
+21
607
$4K ﹤0.01%
89
+7
608
$4K ﹤0.01%
67
-2
609
$4K ﹤0.01%
13
+9
610
$4K ﹤0.01%
46
611
$4K ﹤0.01%
240
612
$4K ﹤0.01%
112
-216
613
$4K ﹤0.01%
30
614
$4K ﹤0.01%
20
-28
615
$4K ﹤0.01%
30
616
$4K ﹤0.01%
62
-33
617
$4K ﹤0.01%
+74
618
$4K ﹤0.01%
58
-16
619
$4K ﹤0.01%
78
-296
620
$4K ﹤0.01%
+29
621
$4K ﹤0.01%
62
622
$4K ﹤0.01%
153
-74
623
$4K ﹤0.01%
73
-6
624
$4K ﹤0.01%
32
+5
625
$4K ﹤0.01%
10
23 24
25
26 27