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
626
$4.44K ﹤0.01%
12
627
$4.4K ﹤0.01%
180
-103
628
$4.4K ﹤0.01%
27
629
$4.27K ﹤0.01%
9
630
$4.26K ﹤0.01%
17
631
$4.24K ﹤0.01%
71
632
$4.24K ﹤0.01%
41
633
$4.22K ﹤0.01%
44
+16
634
$4.22K ﹤0.01%
43
635
$4.17K ﹤0.01%
+500
636
$4.15K ﹤0.01%
59
+25
637
$4.15K ﹤0.01%
118
+100
638
$4.14K ﹤0.01%
163
639
$4.13K ﹤0.01%
102
640
$4.12K ﹤0.01%
22
641
$4.12K ﹤0.01%
82
642
$4.06K ﹤0.01%
83
643
$4.06K ﹤0.01%
42
644
$4.02K ﹤0.01%
166
645
$4.01K ﹤0.01%
130
-4,665
646
$3.97K ﹤0.01%
84
647
$3.93K ﹤0.01%
28
648
$3.92K ﹤0.01%
97
649
$3.89K ﹤0.01%
26
650
$3.88K ﹤0.01%
74
24 25
26
27 28