PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.06M
3
+$2.31M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.06M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$2.03M

Top Sells

1
+$3.42M
2
+$3.09M
3
+$2.24M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.9M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.42M

Sector Composition

1 Technology 7.82%
2 Consumer Staples 4.99%
3 Communication Services 3.51%
4 Healthcare 3.13%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
53
752
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39
753
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+87
754
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755
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25
756
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76
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757
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758
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10
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15
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761
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+71
762
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114
763
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8
764
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19
765
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22
+4
766
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29
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767
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768
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10
769
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75
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31
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771
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18
+6
772
$2K ﹤0.01%
100
773
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63
774
$2K ﹤0.01%
68
775
$2K ﹤0.01%
43
+8
29 30
31
32 33