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
676
$2.79K ﹤0.01%
112
677
$2.76K ﹤0.01%
19
678
$2.76K ﹤0.01%
64
679
$2.75K ﹤0.01%
18
680
$2.75K ﹤0.01%
42
681
$2.73K ﹤0.01%
7
682
$2.71K ﹤0.01%
11
683
$2.68K ﹤0.01%
+203
684
$2.62K ﹤0.01%
180
-83
685
$2.62K ﹤0.01%
45
-57
686
$2.61K ﹤0.01%
88
687
$2.55K ﹤0.01%
13
-10
688
$2.55K ﹤0.01%
19
689
$2.49K ﹤0.01%
27
690
$2.41K ﹤0.01%
76
691
$2.41K ﹤0.01%
52
692
$2.39K ﹤0.01%
15
+6
693
$2.38K ﹤0.01%
130
694
$2.36K ﹤0.01%
8
695
$2.36K ﹤0.01%
9
696
$2.34K ﹤0.01%
25
697
$2.34K ﹤0.01%
126
-117
698
$2.34K ﹤0.01%
47
+12
699
$2.31K ﹤0.01%
5
700
$2.31K ﹤0.01%
131
-31
26 27
28
29 30