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
651
$3.87K ﹤0.01%
49
652
$3.86K ﹤0.01%
411
653
$3.85K ﹤0.01%
26
654
$3.81K ﹤0.01%
19
655
$3.79K ﹤0.01%
40
+7
656
$3.78K ﹤0.01%
288
657
$3.74K ﹤0.01%
112
+48
658
$3.69K ﹤0.01%
24
659
$3.69K ﹤0.01%
117
660
$3.68K ﹤0.01%
2
661
$3.66K ﹤0.01%
84
-25
662
$3.59K ﹤0.01%
107
663
$3.58K ﹤0.01%
44
+7
664
$3.58K ﹤0.01%
180
665
$3.57K ﹤0.01%
37
666
$3.54K ﹤0.01%
42
667
$3.51K ﹤0.01%
328
+119
668
$3.48K ﹤0.01%
45
669
$3.46K ﹤0.01%
15
670
$3.42K ﹤0.01%
112
671
$3.42K ﹤0.01%
14
672
$3.39K ﹤0.01%
19
673
$3.38K ﹤0.01%
90
674
$3.35K ﹤0.01%
64
675
$3.35K ﹤0.01%
46
25 26
27
28 29