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
601
$4.33K ﹤0.01%
445
602
$4.33K ﹤0.01%
102
603
$4.32K ﹤0.01%
166
604
$4.32K ﹤0.01%
650
605
$4.3K ﹤0.01%
400
606
$4.26K ﹤0.01%
55
-83
607
$4.21K ﹤0.01%
188
-409
608
$4.21K ﹤0.01%
161
-39
609
$4.14K ﹤0.01%
107
610
$4.09K ﹤0.01%
45
611
$4.09K ﹤0.01%
474
612
$4.08K ﹤0.01%
97
613
$4.06K ﹤0.01%
163
614
$4.04K ﹤0.01%
21
615
$4.03K ﹤0.01%
82
616
$4.03K ﹤0.01%
+457
617
$4.03K ﹤0.01%
46
618
$3.98K ﹤0.01%
21
-39
619
$3.98K ﹤0.01%
42
620
$3.93K ﹤0.01%
110
621
$3.92K ﹤0.01%
137
622
$3.92K ﹤0.01%
45
623
$3.9K ﹤0.01%
73
624
$3.87K ﹤0.01%
26
625
$3.87K ﹤0.01%
500
23 24
25
26 27