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
$464M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$6.69M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$3.43M
5
BND icon
Vanguard Total Bond Market
BND
+$3.19M

Top Sells

1
+$13M
2
+$11.9M
3
+$9.54M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.07M

Sector Composition

1 Technology 10.14%
2 Consumer Staples 4.67%
3 Communication Services 4.59%
4 Healthcare 3.67%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2.15K ﹤0.01%
17
727
$2.15K ﹤0.01%
86
728
$2.14K ﹤0.01%
16
729
$2.13K ﹤0.01%
7
730
$2.12K ﹤0.01%
11
731
$2.11K ﹤0.01%
+67
732
$2.08K ﹤0.01%
130
733
$2.08K ﹤0.01%
28
734
$2.08K ﹤0.01%
63
735
$2.07K ﹤0.01%
26
-21
736
$2.06K ﹤0.01%
12
737
$2.05K ﹤0.01%
27
738
$2.04K ﹤0.01%
51
739
$2.04K ﹤0.01%
115
740
$2.02K ﹤0.01%
156
741
$2.02K ﹤0.01%
85
742
$2K ﹤0.01%
87
743
$1.99K ﹤0.01%
21
744
$1.98K ﹤0.01%
5
745
$1.98K ﹤0.01%
189
746
$1.96K ﹤0.01%
118
747
$1.95K ﹤0.01%
87
748
$1.94K ﹤0.01%
93
749
$1.93K ﹤0.01%
28
750
$1.93K ﹤0.01%
170
28 29
30
31 32