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
676
$3.35K ﹤0.01%
56
677
$3.31K ﹤0.01%
40
678
$3.3K ﹤0.01%
80
679
$3.25K ﹤0.01%
83
+17
680
$3.25K ﹤0.01%
6
681
$3.25K ﹤0.01%
107
682
$3.24K ﹤0.01%
25
683
$3.18K ﹤0.01%
500
684
$3.18K ﹤0.01%
415
685
$3.16K ﹤0.01%
11
686
$3.1K ﹤0.01%
64
687
$3.1K ﹤0.01%
25
-16
688
$3.09K ﹤0.01%
28
689
$3.09K ﹤0.01%
74
+15
690
$3.07K ﹤0.01%
174
+102
691
$3.04K ﹤0.01%
41
692
$3.02K ﹤0.01%
130
693
$3.01K ﹤0.01%
102
694
$3K ﹤0.01%
131
695
$2.96K ﹤0.01%
495
-103
696
$2.96K ﹤0.01%
100
697
$2.95K ﹤0.01%
46
698
$2.94K ﹤0.01%
+60
699
$2.92K ﹤0.01%
34
700
$2.92K ﹤0.01%
73
26 27
28
29 30