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
$405M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$9.92M
3
+$2.36M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.99M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.94M

Top Sells

1
+$22.1M
2
+$10.6M
3
+$2.33M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.06M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.71M

Sector Composition

1 Technology 10.54%
2 Financials 4.95%
3 Consumer Staples 4.52%
4 Communication Services 4.03%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.85K ﹤0.01%
16
752
$1.84K ﹤0.01%
24
753
$1.84K ﹤0.01%
15
754
$1.82K ﹤0.01%
116
-19
755
$1.79K ﹤0.01%
90
756
$1.76K ﹤0.01%
43
757
$1.76K ﹤0.01%
343
758
$1.73K ﹤0.01%
37
759
$1.72K ﹤0.01%
28
760
$1.71K ﹤0.01%
118
761
$1.71K ﹤0.01%
377
762
$1.71K ﹤0.01%
33
763
$1.7K ﹤0.01%
12
764
$1.7K ﹤0.01%
53
765
$1.69K ﹤0.01%
60
766
$1.69K ﹤0.01%
25
-1,702
767
$1.69K ﹤0.01%
2
768
$1.68K ﹤0.01%
200
769
$1.67K ﹤0.01%
339
770
$1.66K ﹤0.01%
36
-4
771
$1.65K ﹤0.01%
12
+2
772
$1.64K ﹤0.01%
+51
773
$1.64K ﹤0.01%
270
774
$1.64K ﹤0.01%
30
775
$1.63K ﹤0.01%
22
29 30
31
32 33