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
776
$1.74K ﹤0.01%
7
777
$1.73K ﹤0.01%
50
778
$1.72K ﹤0.01%
37
779
$1.7K ﹤0.01%
200
780
$1.67K ﹤0.01%
640
781
$1.67K ﹤0.01%
23
782
$1.67K ﹤0.01%
10
783
$1.67K ﹤0.01%
9
784
$1.67K ﹤0.01%
270
785
$1.65K ﹤0.01%
+117
786
$1.64K ﹤0.01%
8
787
$1.62K ﹤0.01%
43
788
$1.61K ﹤0.01%
25
789
$1.61K ﹤0.01%
7
-22
790
$1.61K ﹤0.01%
48
-11
791
$1.61K ﹤0.01%
114
792
$1.61K ﹤0.01%
342
+279
793
$1.6K ﹤0.01%
13
794
$1.58K ﹤0.01%
7
795
$1.57K ﹤0.01%
34
796
$1.56K ﹤0.01%
87
797
$1.56K ﹤0.01%
48
+14
798
$1.56K ﹤0.01%
53
799
$1.56K ﹤0.01%
25
+6
800
$1.55K ﹤0.01%
21
30 31
32
33 34