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
$406M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$8.36M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.3M
5
PG icon
Procter & Gamble
PG
+$1.45M

Top Sells

1
+$11.2M
2
+$9.19M
3
+$7.16M
4
XOM icon
Exxon Mobil
XOM
+$2.37M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.22M

Sector Composition

1 Technology 9.34%
2 Consumer Staples 6.65%
3 Healthcare 5.88%
4 Financials 2.66%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
34
-3,425
752
$2K ﹤0.01%
30
-20
753
$2K ﹤0.01%
83
+13
754
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13
+9
755
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22
756
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11
-7
757
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22
758
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15
759
$2K ﹤0.01%
87
760
$2K ﹤0.01%
9
761
$2K ﹤0.01%
48
762
$2K ﹤0.01%
30
763
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30
764
$2K ﹤0.01%
6
-4
765
$2K ﹤0.01%
271
766
$2K ﹤0.01%
7
767
$2K ﹤0.01%
24
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768
$2K ﹤0.01%
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769
$2K ﹤0.01%
33
770
$2K ﹤0.01%
23
771
$2K ﹤0.01%
+55
772
$2K ﹤0.01%
343
773
$2K ﹤0.01%
77
774
$2K ﹤0.01%
24
775
$2K ﹤0.01%
64
-85
29 30
31
32 33