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
776
$1.93K ﹤0.01%
29
+6
777
$1.91K ﹤0.01%
170
778
$1.9K ﹤0.01%
24
779
$1.88K ﹤0.01%
343
780
$1.88K ﹤0.01%
43
781
$1.88K ﹤0.01%
+104
782
$1.87K ﹤0.01%
40
783
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66
784
$1.84K ﹤0.01%
33
785
$1.84K ﹤0.01%
646
+211
786
$1.84K ﹤0.01%
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787
$1.84K ﹤0.01%
33
788
$1.83K ﹤0.01%
64
789
$1.83K ﹤0.01%
14
-3
790
$1.83K ﹤0.01%
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791
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40
793
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$1.79K ﹤0.01%
99
795
$1.78K ﹤0.01%
106
-18
796
$1.78K ﹤0.01%
90
797
$1.78K ﹤0.01%
+15
798
$1.78K ﹤0.01%
118
799
$1.76K ﹤0.01%
36
800
$1.76K ﹤0.01%
22
30 31
32
33 34