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
726
$2.06K ﹤0.01%
17
727
$2.02K ﹤0.01%
26
728
$2.01K ﹤0.01%
168
729
$2.01K ﹤0.01%
110
730
$2K ﹤0.01%
+56
731
$1.99K ﹤0.01%
71
732
$1.99K ﹤0.01%
86
733
$1.99K ﹤0.01%
212
734
$1.98K ﹤0.01%
11
+5
735
$1.97K ﹤0.01%
4
-2
736
$1.96K ﹤0.01%
36
737
$1.95K ﹤0.01%
11
738
$1.95K ﹤0.01%
18
739
$1.93K ﹤0.01%
+9
740
$1.92K ﹤0.01%
9
-13
741
$1.92K ﹤0.01%
85
742
$1.91K ﹤0.01%
17
+13
743
$1.91K ﹤0.01%
28
+17
744
$1.91K ﹤0.01%
17
745
$1.9K ﹤0.01%
7
746
$1.9K ﹤0.01%
+136
747
$1.89K ﹤0.01%
36
-26
748
$1.88K ﹤0.01%
6
749
$1.88K ﹤0.01%
43
750
$1.88K ﹤0.01%
5
28 29
30
31 32