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
$406M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$8.36M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.3M
5
PG icon
Procter & Gamble
PG
+$1.45M

Top Sells

1
+$11.2M
2
+$9.19M
3
+$7.16M
4
XOM icon
Exxon Mobil
XOM
+$2.37M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.22M

Sector Composition

1 Technology 9.34%
2 Consumer Staples 6.65%
3 Healthcare 5.88%
4 Financials 2.66%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$985K 0.24%
2,742
+747
52
$980K 0.24%
19,009
+13,153
53
$969K 0.24%
23,495
+1,591
54
$898K 0.22%
23,960
+3,230
55
$894K 0.22%
7,553
+4,132
56
$873K 0.21%
34,057
+1,239
57
$843K 0.21%
17,192
58
$837K 0.21%
10,115
+229
59
$777K 0.19%
6,998
+3,071
60
$768K 0.19%
3,264
61
$763K 0.19%
3,087
+35
62
$759K 0.19%
4,680
+3,487
63
$675K 0.17%
2,358
+1,773
64
$667K 0.16%
2,999
+1,828
65
$665K 0.16%
2,395
-65
66
$639K 0.16%
1,447
+28
67
$636K 0.16%
2,545
-27
68
$624K 0.15%
13,314
-5,949
69
$622K 0.15%
27,441
70
$620K 0.15%
6,122
+4,380
71
$589K 0.14%
2,648
-5,341
72
$569K 0.14%
4,915
+1,109
73
$562K 0.14%
10,746
+8,224
74
$550K 0.14%
931
+871
75
$542K 0.13%
1,982
+62
1 2
3
4 5