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
626
$4K ﹤0.01%
48
+4
627
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25
628
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143
629
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631
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9
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63
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+63
640
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109
641
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642
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1,013
643
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644
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645
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+90
646
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14
647
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172
648
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21
649
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62
-30
650
$4K ﹤0.01%
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