PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
1-Year Return
12.41%
This Quarter Return
-4.36%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$406M
AUM Growth
-$12.1M
(-2.9%)
Cap. Flow
+$9.01M
Cap. Flow
% of AUM
2.22%
Top 10 Holdings %
Top 10 Hldgs %
52.58%
Holding
1,092
New
42
Increased
229
Reduced
196
Closed
48
Top Buys
| 1 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$11.4M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$11.1M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$8.36M |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$2.3M |
| 5 |
Procter & Gamble
PG
|
+$1.45M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
+$11.2M |
| 2 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
+$9.19M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$7.16M |
| 4 |
Exxon Mobil
XOM
|
+$2.37M |
| 5 |
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% |
