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
651
$4K ﹤0.01%
47
+5
652
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23
-27
653
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12
654
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76
655
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656
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70
657
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31
-52
658
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174
-4
659
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10
660
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133
661
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93
+8
662
$4K ﹤0.01%
2
663
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25
+3
664
$3K ﹤0.01%
1,000
665
$3K ﹤0.01%
+6
666
$3K ﹤0.01%
76
667
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25
-25
668
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36
669
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23
670
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45
+4
671
$3K ﹤0.01%
+162
672
$3K ﹤0.01%
13
+1
673
$3K ﹤0.01%
97
+11
674
$3K ﹤0.01%
13
675
$3K ﹤0.01%
+87
25 26
27
28 29