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
51
$1.39M 0.29%
5,976
+5,882
52
$1.38M 0.28%
5,267
+803
53
$1.37M 0.28%
19,340
+2,830
54
$1.3M 0.27%
31,011
+2,216
55
$1.18M 0.24%
2,381
-2,077
56
$1.17M 0.24%
11,619
-434
57
$1.13M 0.23%
24,864
-3,140
58
$1.05M 0.22%
1,181
+1,164
59
$1.03M 0.21%
46,641
+1,072
60
$1M 0.21%
22,343
+164
61
$997K 0.21%
16,031
62
$996K 0.21%
2,088
+14
63
$975K 0.2%
7,619
+7,529
64
$949K 0.2%
2,425
-38
65
$946K 0.2%
1,618
-12
66
$924K 0.19%
2,869
67
$873K 0.18%
9,830
+6,879
68
$840K 0.17%
2,760
-16
69
$814K 0.17%
4,123
+384
70
$813K 0.17%
1,641
-837
71
$782K 0.16%
10,813
+394
72
$772K 0.16%
8,022
+16
73
$757K 0.16%
11,934
+11,093
74
$751K 0.16%
2,064
+1,981
75
$747K 0.15%
3,622
-173
1 2
3
4 5