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
$365M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.35M
3
+$2.5M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$2.24M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.15M

Top Sells

1
+$3.77M
2
+$3.1M
3
+$2.23M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.01M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.42M

Sector Composition

1 Technology 7.82%
2 Consumer Staples 4.99%
3 Communication Services 3.51%
4 Healthcare 3.13%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
103
+38
727
$2K ﹤0.01%
19
728
$2K ﹤0.01%
11
729
$2K ﹤0.01%
25
730
$2K ﹤0.01%
32
731
$2K ﹤0.01%
+60
732
$2K ﹤0.01%
22
733
$2K ﹤0.01%
5
734
$2K ﹤0.01%
39
735
$2K ﹤0.01%
105
-112
736
$2K ﹤0.01%
+42
737
$2K ﹤0.01%
71
+23
738
$2K ﹤0.01%
41
739
$2K ﹤0.01%
+46
740
$2K ﹤0.01%
+45
741
$2K ﹤0.01%
15
742
$2K ﹤0.01%
24
743
$2K ﹤0.01%
+87
744
$2K ﹤0.01%
60
+12
745
$2K ﹤0.01%
30
-78
746
$2K ﹤0.01%
+95
747
$2K ﹤0.01%
26
+6
748
$2K ﹤0.01%
14
-132
749
$2K ﹤0.01%
+9
750
$2K ﹤0.01%
19
+4
28 29
30
31 32