PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.1M
3
+$8.52M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.28M
5
PG icon
Procter & Gamble
PG
+$1.49M

Top Sells

1
+$11.1M
2
+$9.49M
3
+$6.92M
4
XOM icon
Exxon Mobil
XOM
+$2.24M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.17M

Sector Composition

1 Technology 9.34%
2 Consumer Staples 6.65%
3 Healthcare 5.88%
4 Financials 2.66%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4K ﹤0.01%
13
652
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30
-9
653
$4K ﹤0.01%
30
654
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110
655
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+3
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-20
657
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411
658
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1,025
659
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660
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661
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662
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+25
663
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41
+12
664
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+62
665
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31
666
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44
667
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669
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34
670
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671
$4K ﹤0.01%
20
672
$4K ﹤0.01%
150
673
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41
674
$4K ﹤0.01%
18
+1
675
$4K ﹤0.01%
3
25 26
27
28 29