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
601
$4.21K ﹤0.01%
237
+2
602
$4.18K ﹤0.01%
27
603
$4.16K ﹤0.01%
41
-5
604
$4.14K ﹤0.01%
35
605
$4.14K ﹤0.01%
30
606
$4.13K ﹤0.01%
9
607
$4.13K ﹤0.01%
650
608
$4.11K ﹤0.01%
150
609
$4.11K ﹤0.01%
18
610
$4.11K ﹤0.01%
368
+120
611
$4.08K ﹤0.01%
13
612
$4.05K ﹤0.01%
166
613
$4.03K ﹤0.01%
38
614
$4.02K ﹤0.01%
24
615
$4K ﹤0.01%
30
616
$3.96K ﹤0.01%
64
617
$3.95K ﹤0.01%
75
618
$3.92K ﹤0.01%
82
619
$3.92K ﹤0.01%
41
620
$3.83K ﹤0.01%
15
621
$3.81K ﹤0.01%
56
-1
622
$3.8K ﹤0.01%
3
623
$3.79K ﹤0.01%
1,013
-28
624
$3.77K ﹤0.01%
27
625
$3.76K ﹤0.01%
11
23 24
25
26 27