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
651
$3.26K ﹤0.01%
28
652
$3.26K ﹤0.01%
30
-13
653
$3.24K ﹤0.01%
41
654
$3.23K ﹤0.01%
97
655
$3.23K ﹤0.01%
50
-24
656
$3.21K ﹤0.01%
46
657
$3.2K ﹤0.01%
75
658
$3.19K ﹤0.01%
200
659
$3.19K ﹤0.01%
74
660
$3.18K ﹤0.01%
45
661
$3.11K ﹤0.01%
295
662
$3.09K ﹤0.01%
42
663
$3.06K ﹤0.01%
288
664
$3.04K ﹤0.01%
125
-350
665
$3.03K ﹤0.01%
42
+8
666
$3.01K ﹤0.01%
177
667
$2.94K ﹤0.01%
70
668
$2.93K ﹤0.01%
84
669
$2.9K ﹤0.01%
21
670
$2.89K ﹤0.01%
174
671
$2.87K ﹤0.01%
45
672
$2.87K ﹤0.01%
37
-11
673
$2.85K ﹤0.01%
9
674
$2.83K ﹤0.01%
42
675
$2.83K ﹤0.01%
15
25 26
27
28 29