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
$464M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$6.69M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$3.43M
5
BND icon
Vanguard Total Bond Market
BND
+$3.19M

Top Sells

1
+$13M
2
+$11.9M
3
+$9.54M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.07M

Sector Composition

1 Technology 10.14%
2 Consumer Staples 4.67%
3 Communication Services 4.59%
4 Healthcare 3.67%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.92K ﹤0.01%
9
-23
752
$1.92K ﹤0.01%
69
753
$1.92K ﹤0.01%
64
754
$1.91K ﹤0.01%
10
-20
755
$1.91K ﹤0.01%
57
756
$1.91K ﹤0.01%
14
757
$1.9K ﹤0.01%
98
758
$1.9K ﹤0.01%
15
759
$1.89K ﹤0.01%
343
760
$1.86K ﹤0.01%
71
761
$1.86K ﹤0.01%
40
-3
762
$1.86K ﹤0.01%
64
+6
763
$1.84K ﹤0.01%
+154
764
$1.83K ﹤0.01%
23
765
$1.83K ﹤0.01%
21
766
$1.83K ﹤0.01%
84
767
$1.83K ﹤0.01%
43
768
$1.83K ﹤0.01%
241
769
$1.81K ﹤0.01%
23
770
$1.81K ﹤0.01%
24
771
$1.77K ﹤0.01%
24
772
$1.77K ﹤0.01%
17
773
$1.75K ﹤0.01%
29
774
$1.74K ﹤0.01%
68
775
$1.74K ﹤0.01%
17
29 30
31
32 33