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
51
$1.12M 0.28%
19,780
+536
52
$913K 0.23%
16,043
53
$863K 0.21%
3,274
+178
54
$851K 0.21%
2,629
+895
55
$801K 0.2%
17,952
-2,334
56
$790K 0.19%
2,121
-6,264
57
$782K 0.19%
17,499
-2,272
58
$776K 0.19%
9,340
+50
59
$763K 0.19%
20,210
-1,330
60
$754K 0.19%
16,191
-620
61
$718K 0.18%
4,237
+126
62
$701K 0.17%
3,089
63
$684K 0.17%
1,673
+7
64
$672K 0.17%
1,840
+869
65
$662K 0.16%
44,055
+4,449
66
$659K 0.16%
20,344
+246
67
$656K 0.16%
2,403
+13
68
$642K 0.16%
11,945
+326
69
$640K 0.16%
7,896
+137
70
$604K 0.15%
7,645
+106
71
$571K 0.14%
6,095
+77
72
$562K 0.14%
2,687
+1,073
73
$544K 0.13%
2,670
+20
74
$539K 0.13%
1,225
+4
75
$533K 0.13%
825
+410
1 2
3
4 5