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
$482M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$1.48M
3
+$1.37M
4
EQIX icon
Equinix
EQIX
+$1.03M
5
WELL icon
Welltower
WELL
+$964K

Top Sells

1
+$27.1M
2
+$2.04M
3
+$1.78M
4
JPM icon
JPMorgan Chase
JPM
+$1.55M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.35M

Sector Composition

1 Technology 11.58%
2 Consumer Staples 4.95%
3 Communication Services 4.49%
4 Healthcare 3.78%
5 Financials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2.16K ﹤0.01%
4
752
$2.13K ﹤0.01%
+4
753
$2.12K ﹤0.01%
+106
754
$2.11K ﹤0.01%
112
755
$2.08K ﹤0.01%
43
756
$2.08K ﹤0.01%
11
757
$2.07K ﹤0.01%
14
758
$2.07K ﹤0.01%
118
759
$2.06K ﹤0.01%
21
760
$2.06K ﹤0.01%
53
761
$2.04K ﹤0.01%
288
762
$2.04K ﹤0.01%
51
+1
763
$2.04K ﹤0.01%
85
-26
764
$2.02K ﹤0.01%
30
765
$2.02K ﹤0.01%
46
766
$2.02K ﹤0.01%
+12
767
$2.02K ﹤0.01%
+68
768
$2K ﹤0.01%
+100
769
$1.98K ﹤0.01%
57
770
$1.96K ﹤0.01%
175
+50
771
$1.96K ﹤0.01%
10
+1
772
$1.96K ﹤0.01%
15
773
$1.95K ﹤0.01%
270
774
$1.93K ﹤0.01%
84
775
$1.93K ﹤0.01%
23
29 30
31
32 33