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
701
$2.54K ﹤0.01%
21
-3
702
$2.5K ﹤0.01%
100
703
$2.49K ﹤0.01%
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704
$2.47K ﹤0.01%
15
-779
705
$2.46K ﹤0.01%
2
706
$2.45K ﹤0.01%
102
707
$2.44K ﹤0.01%
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708
$2.41K ﹤0.01%
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709
$2.4K ﹤0.01%
209
-25
710
$2.38K ﹤0.01%
30
711
$2.36K ﹤0.01%
6
712
$2.36K ﹤0.01%
168
713
$2.32K ﹤0.01%
25
714
$2.32K ﹤0.01%
107
+40
715
$2.32K ﹤0.01%
30
716
$2.29K ﹤0.01%
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$2.29K ﹤0.01%
145
718
$2.27K ﹤0.01%
86
719
$2.27K ﹤0.01%
19
720
$2.25K ﹤0.01%
34
721
$2.25K ﹤0.01%
56
722
$2.24K ﹤0.01%
36
723
$2.23K ﹤0.01%
7
724
$2.19K ﹤0.01%
28
725
$2.17K ﹤0.01%
23
27 28
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30 31