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
626
$3.75K ﹤0.01%
42
627
$3.73K ﹤0.01%
476
+411
628
$3.72K ﹤0.01%
19
629
$3.7K ﹤0.01%
56
630
$3.66K ﹤0.01%
445
631
$3.65K ﹤0.01%
476
632
$3.62K ﹤0.01%
73
633
$3.55K ﹤0.01%
170
-22
634
$3.54K ﹤0.01%
28
635
$3.52K ﹤0.01%
71
636
$3.51K ﹤0.01%
796
-1,711
637
$3.48K ﹤0.01%
19
+12
638
$3.48K ﹤0.01%
78
+35
639
$3.48K ﹤0.01%
77
640
$3.46K ﹤0.01%
60
-439
641
$3.44K ﹤0.01%
10
642
$3.44K ﹤0.01%
17
-1,707
643
$3.42K ﹤0.01%
46
644
$3.4K ﹤0.01%
99
645
$3.4K ﹤0.01%
22
646
$3.32K ﹤0.01%
87
647
$3.31K ﹤0.01%
67
648
$3.31K ﹤0.01%
14
649
$3.3K ﹤0.01%
97
650
$3.27K ﹤0.01%
44
24 25
26
27 28