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
726
$3K ﹤0.01%
47
727
$3K ﹤0.01%
24
728
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6
729
$3K ﹤0.01%
+33
730
$3K ﹤0.01%
64
731
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75
732
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40
+10
733
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90
+77
734
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735
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30
736
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74
737
$3K ﹤0.01%
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738
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739
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181
740
$3K ﹤0.01%
42
741
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18
742
$3K ﹤0.01%
+181
743
$3K ﹤0.01%
39
744
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35
745
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746
$2K ﹤0.01%
100
747
$2K ﹤0.01%
11
748
$2K ﹤0.01%
15
-13
749
$2K ﹤0.01%
29
+12
750
$2K ﹤0.01%
237
28 29
30
31 32