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
601
$5.28K ﹤0.01%
100
602
$5.27K ﹤0.01%
85
603
$5.25K ﹤0.01%
29
604
$5.24K ﹤0.01%
75
-2,714
605
$5.18K ﹤0.01%
27
606
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+100
607
$5.15K ﹤0.01%
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608
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26
+7
609
$5.07K ﹤0.01%
10
610
$4.8K ﹤0.01%
100
611
$4.77K ﹤0.01%
46
612
$4.76K ﹤0.01%
42
613
$4.7K ﹤0.01%
12
614
$4.7K ﹤0.01%
36
615
$4.69K ﹤0.01%
38
616
$4.69K ﹤0.01%
15
617
$4.66K ﹤0.01%
278
+133
618
$4.63K ﹤0.01%
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619
$4.63K ﹤0.01%
5
620
$4.62K ﹤0.01%
234
+167
621
$4.58K ﹤0.01%
42
622
$4.57K ﹤0.01%
445
623
$4.56K ﹤0.01%
9
624
$4.54K ﹤0.01%
185
625
$4.51K ﹤0.01%
400
23 24
25
26 27