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
651
$3.48K ﹤0.01%
60
652
$3.48K ﹤0.01%
42
653
$3.47K ﹤0.01%
46
654
$3.44K ﹤0.01%
33
-32
655
$3.41K ﹤0.01%
37
656
$3.39K ﹤0.01%
5
657
$3.35K ﹤0.01%
415
658
$3.3K ﹤0.01%
99
659
$3.29K ﹤0.01%
42
-85
660
$3.28K ﹤0.01%
90
661
$3.28K ﹤0.01%
24
-35
662
$3.27K ﹤0.01%
12
+3
663
$3.25K ﹤0.01%
112
664
$3.25K ﹤0.01%
49
665
$3.23K ﹤0.01%
28
666
$3.2K ﹤0.01%
15
667
$3.17K ﹤0.01%
56
668
$3.17K ﹤0.01%
40
669
$3.15K ﹤0.01%
177
670
$3.13K ﹤0.01%
172
+145
671
$3.11K ﹤0.01%
110
672
$3.08K ﹤0.01%
87
673
$3.01K ﹤0.01%
9
674
$3K ﹤0.01%
180
675
$2.99K ﹤0.01%
59
+12
25 26
27
28 29