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
701
$2.88K ﹤0.01%
25
+2
702
$2.87K ﹤0.01%
183
703
$2.87K ﹤0.01%
8
704
$2.85K ﹤0.01%
2
705
$2.84K ﹤0.01%
57
-58
706
$2.84K ﹤0.01%
29
707
$2.81K ﹤0.01%
155
708
$2.8K ﹤0.01%
104
+13
709
$2.77K ﹤0.01%
34
710
$2.77K ﹤0.01%
85
711
$2.76K ﹤0.01%
76
-67
712
$2.75K ﹤0.01%
300
-5,651
713
$2.74K ﹤0.01%
25
714
$2.74K ﹤0.01%
41
+24
715
$2.71K ﹤0.01%
19
716
$2.69K ﹤0.01%
75
717
$2.69K ﹤0.01%
15
718
$2.67K ﹤0.01%
37
-9
719
$2.63K ﹤0.01%
7
720
$2.63K ﹤0.01%
28
721
$2.6K ﹤0.01%
9
722
$2.58K ﹤0.01%
15
723
$2.58K ﹤0.01%
605
-137
724
$2.58K ﹤0.01%
21
+5
725
$2.58K ﹤0.01%
25
27 28
29
30 31