PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
+$11.2M
2
+$11.1M
3
+$8.52M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.28M
5
PG icon
Procter & Gamble
PG
+$1.49M

Top Sells

1
+$11.1M
2
+$9.49M
3
+$6.92M
4
XOM icon
Exxon Mobil
XOM
+$2.24M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.17M

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%
90
+77
727
$3K ﹤0.01%
21
+18
728
$3K ﹤0.01%
30
729
$3K ﹤0.01%
74
730
$3K ﹤0.01%
100
731
$3K ﹤0.01%
36
732
$3K ﹤0.01%
181
733
$3K ﹤0.01%
42
734
$3K ﹤0.01%
18
735
$3K ﹤0.01%
+181
736
$3K ﹤0.01%
553
737
$3K ﹤0.01%
17
-10
738
$3K ﹤0.01%
10
739
$3K ﹤0.01%
48
740
$3K ﹤0.01%
57
741
$3K ﹤0.01%
39
742
$3K ﹤0.01%
35
743
$3K ﹤0.01%
18
744
$3K ﹤0.01%
389
-284
745
$3K ﹤0.01%
32
746
$2K ﹤0.01%
125
747
$2K ﹤0.01%
100
748
$2K ﹤0.01%
13
+9
749
$2K ﹤0.01%
22
750
$2K ﹤0.01%
11
-7
28 29
30
31 32