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
$365M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.35M
3
+$2.5M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$2.24M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.15M

Top Sells

1
+$3.77M
2
+$3.1M
3
+$2.23M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.01M
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 3.5%
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%
+77
752
$2K ﹤0.01%
207
+85
753
$2K ﹤0.01%
+16
754
$2K ﹤0.01%
53
755
$2K ﹤0.01%
39
756
$2K ﹤0.01%
+87
757
$2K ﹤0.01%
25
758
$2K ﹤0.01%
76
-89
759
$2K ﹤0.01%
173
760
$2K ﹤0.01%
10
761
$2K ﹤0.01%
21
-33
762
$2K ﹤0.01%
15
+3
763
$2K ﹤0.01%
+71
764
$2K ﹤0.01%
114
765
$2K ﹤0.01%
8
766
$2K ﹤0.01%
19
767
$2K ﹤0.01%
22
+4
768
$2K ﹤0.01%
29
+6
769
$2K ﹤0.01%
100
770
$2K ﹤0.01%
10
771
$2K ﹤0.01%
75
+15
772
$2K ﹤0.01%
31
-136
773
$2K ﹤0.01%
18
+6
774
$2K ﹤0.01%
100
775
$2K ﹤0.01%
63
29 30
31
32 33