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
801
$1.55K ﹤0.01%
+53
802
$1.55K ﹤0.01%
22
803
$1.54K ﹤0.01%
+24
804
$1.54K ﹤0.01%
33
805
$1.52K ﹤0.01%
18
806
$1.52K ﹤0.01%
36
807
$1.52K ﹤0.01%
23
808
$1.52K ﹤0.01%
17
809
$1.52K ﹤0.01%
235
-74
810
$1.51K ﹤0.01%
90
811
$1.5K ﹤0.01%
+33
812
$1.5K ﹤0.01%
40
813
$1.49K ﹤0.01%
46
814
$1.48K ﹤0.01%
+77
815
$1.46K ﹤0.01%
11
816
$1.44K ﹤0.01%
66
817
$1.43K ﹤0.01%
33
818
$1.42K ﹤0.01%
15
819
$1.41K ﹤0.01%
12
+7
820
$1.41K ﹤0.01%
11
821
$1.4K ﹤0.01%
53
822
$1.39K ﹤0.01%
4
-5
823
$1.39K ﹤0.01%
23
824
$1.39K ﹤0.01%
22
825
$1.39K ﹤0.01%
19
31 32
33
34 35