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
776
$1.62K ﹤0.01%
24
777
$1.61K ﹤0.01%
17
-3,234
778
$1.6K ﹤0.01%
+56
779
$1.6K ﹤0.01%
28
+5
780
$1.6K ﹤0.01%
87
781
$1.59K ﹤0.01%
24
782
$1.59K ﹤0.01%
19
783
$1.58K ﹤0.01%
23
784
$1.57K ﹤0.01%
12
785
$1.57K ﹤0.01%
104
-18
786
$1.56K ﹤0.01%
23
787
$1.56K ﹤0.01%
63
788
$1.55K ﹤0.01%
241
789
$1.55K ﹤0.01%
14
790
$1.53K ﹤0.01%
52
791
$1.53K ﹤0.01%
34
792
$1.53K ﹤0.01%
10
793
$1.51K ﹤0.01%
93
794
$1.5K ﹤0.01%
29
-23
795
$1.47K ﹤0.01%
58
796
$1.45K ﹤0.01%
87
797
$1.45K ﹤0.01%
90
798
$1.44K ﹤0.01%
12
799
$1.44K ﹤0.01%
71
-45
800
$1.44K ﹤0.01%
12
-7
30 31
32
33 34