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
626
$3.86K ﹤0.01%
14
-23
627
$3.84K ﹤0.01%
36
+19
628
$3.79K ﹤0.01%
71
-44
629
$3.78K ﹤0.01%
30
-41
630
$3.77K ﹤0.01%
19
631
$3.77K ﹤0.01%
52
+20
632
$3.74K ﹤0.01%
117
633
$3.73K ﹤0.01%
71
634
$3.71K ﹤0.01%
64
635
$3.71K ﹤0.01%
100
-17
636
$3.71K ﹤0.01%
120
-310
637
$3.7K ﹤0.01%
11
638
$3.67K ﹤0.01%
42
639
$3.65K ﹤0.01%
77
640
$3.65K ﹤0.01%
19
-8
641
$3.65K ﹤0.01%
84
642
$3.62K ﹤0.01%
12
643
$3.6K ﹤0.01%
97
644
$3.59K ﹤0.01%
74
645
$3.59K ﹤0.01%
46
-55
646
$3.58K ﹤0.01%
26
647
$3.56K ﹤0.01%
30
-42
648
$3.54K ﹤0.01%
27
649
$3.54K ﹤0.01%
9
650
$3.49K ﹤0.01%
288
24 25
26
27 28