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
801
$1.44K ﹤0.01%
25
802
$1.44K ﹤0.01%
115
803
$1.43K ﹤0.01%
57
804
$1.43K ﹤0.01%
19
805
$1.43K ﹤0.01%
40
806
$1.43K ﹤0.01%
50
807
$1.42K ﹤0.01%
14
808
$1.42K ﹤0.01%
15
809
$1.42K ﹤0.01%
23
810
$1.42K ﹤0.01%
68
811
$1.41K ﹤0.01%
7
812
$1.4K ﹤0.01%
170
813
$1.4K ﹤0.01%
22
814
$1.4K ﹤0.01%
11
815
$1.39K ﹤0.01%
87
816
$1.36K ﹤0.01%
33
817
$1.35K ﹤0.01%
50
818
$1.34K ﹤0.01%
+50
819
$1.34K ﹤0.01%
13
-14
820
$1.34K ﹤0.01%
+25
821
$1.32K ﹤0.01%
19
822
$1.32K ﹤0.01%
14
823
$1.32K ﹤0.01%
23
824
$1.31K ﹤0.01%
+9
825
$1.3K ﹤0.01%
171
31 32
33
34 35