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
676
$2.99K ﹤0.01%
15
677
$2.94K ﹤0.01%
34
678
$2.91K ﹤0.01%
18
679
$2.91K ﹤0.01%
50
-50
680
$2.9K ﹤0.01%
22
-64
681
$2.88K ﹤0.01%
303
-369
682
$2.87K ﹤0.01%
+41
683
$2.85K ﹤0.01%
183
684
$2.84K ﹤0.01%
28
685
$2.83K ﹤0.01%
59
+17
686
$2.8K ﹤0.01%
107
687
$2.77K ﹤0.01%
14
688
$2.76K ﹤0.01%
29
-186
689
$2.76K ﹤0.01%
20
-18
690
$2.75K ﹤0.01%
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691
$2.74K ﹤0.01%
46
692
$2.74K ﹤0.01%
64
693
$2.66K ﹤0.01%
32
-54
694
$2.65K ﹤0.01%
212
695
$2.64K ﹤0.01%
76
-15
696
$2.63K ﹤0.01%
+38
697
$2.62K ﹤0.01%
5
-145
698
$2.62K ﹤0.01%
+19
699
$2.6K ﹤0.01%
75
700
$2.57K ﹤0.01%
155
26 27
28
29 30