PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.06M
3
+$2.31M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.06M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$2.03M

Top Sells

1
+$3.42M
2
+$3.09M
3
+$2.24M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.9M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.42M

Sector Composition

1 Technology 7.82%
2 Consumer Staples 4.99%
3 Communication Services 3.51%
4 Healthcare 3.13%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
43
+8
777
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19
778
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500
779
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30
780
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9
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781
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6
782
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46
783
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784
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56
785
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786
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787
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788
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789
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107
-2
790
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224
-300
791
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+66
795
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57
+7
796
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52
-195
797
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62
798
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68
799
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+32
800
$2K ﹤0.01%
7
30 31
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