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
$482M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$1.48M
3
+$1.37M
4
EQIX icon
Equinix
EQIX
+$1.03M
5
WELL icon
Welltower
WELL
+$964K

Top Sells

1
+$27.1M
2
+$2.04M
3
+$1.78M
4
JPM icon
JPMorgan Chase
JPM
+$1.55M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.35M

Sector Composition

1 Technology 11.58%
2 Consumer Staples 4.95%
3 Communication Services 4.49%
4 Healthcare 3.78%
5 Financials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2.57K ﹤0.01%
6
727
$2.57K ﹤0.01%
86
728
$2.55K ﹤0.01%
38
-5
729
$2.54K ﹤0.01%
8
730
$2.54K ﹤0.01%
19
731
$2.53K ﹤0.01%
168
732
$2.52K ﹤0.01%
21
733
$2.47K ﹤0.01%
12
734
$2.46K ﹤0.01%
36
735
$2.42K ﹤0.01%
87
736
$2.4K ﹤0.01%
30
737
$2.38K ﹤0.01%
16
+9
738
$2.37K ﹤0.01%
21
739
$2.37K ﹤0.01%
29
740
$2.34K ﹤0.01%
7
+2
741
$2.34K ﹤0.01%
+100
742
$2.33K ﹤0.01%
189
743
$2.25K ﹤0.01%
467
-7
744
$2.24K ﹤0.01%
37
+29
745
$2.23K ﹤0.01%
86
746
$2.23K ﹤0.01%
87
747
$2.22K ﹤0.01%
163
+100
748
$2.21K ﹤0.01%
28
749
$2.19K ﹤0.01%
+25
750
$2.17K ﹤0.01%
10
28 29
30
31 32