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
701
$2.31K ﹤0.01%
63
702
$2.3K ﹤0.01%
65
+17
703
$2.27K ﹤0.01%
33
704
$2.26K ﹤0.01%
64
705
$2.26K ﹤0.01%
64
706
$2.25K ﹤0.01%
15
707
$2.24K ﹤0.01%
29
+18
708
$2.24K ﹤0.01%
+66
709
$2.23K ﹤0.01%
28
710
$2.22K ﹤0.01%
42
711
$2.21K ﹤0.01%
+143
712
$2.2K ﹤0.01%
30
713
$2.18K ﹤0.01%
27
714
$2.17K ﹤0.01%
118
+30
715
$2.15K ﹤0.01%
77
+45
716
$2.14K ﹤0.01%
86
717
$2.12K ﹤0.01%
156
718
$2.11K ﹤0.01%
+18
719
$2.11K ﹤0.01%
189
720
$2.1K ﹤0.01%
110
721
$2.08K ﹤0.01%
234
+65
722
$2.08K ﹤0.01%
46
723
$2.07K ﹤0.01%
51
724
$2.07K ﹤0.01%
13
725
$2.07K ﹤0.01%
56
27 28
29
30 31