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
801
$1.74K ﹤0.01%
+14
802
$1.74K ﹤0.01%
48
803
$1.73K ﹤0.01%
28
804
$1.71K ﹤0.01%
241
805
$1.69K ﹤0.01%
114
806
$1.67K ﹤0.01%
21
807
$1.67K ﹤0.01%
+10
808
$1.66K ﹤0.01%
23
809
$1.66K ﹤0.01%
93
810
$1.65K ﹤0.01%
115
-49
811
$1.64K ﹤0.01%
+498
812
$1.64K ﹤0.01%
16
813
$1.63K ﹤0.01%
17
814
$1.62K ﹤0.01%
50
815
$1.61K ﹤0.01%
18
816
$1.6K ﹤0.01%
46
817
$1.6K ﹤0.01%
125
+100
818
$1.57K ﹤0.01%
17
819
$1.56K ﹤0.01%
64
820
$1.55K ﹤0.01%
110
821
$1.54K ﹤0.01%
7
822
$1.53K ﹤0.01%
15
823
$1.5K ﹤0.01%
1
824
$1.5K ﹤0.01%
31
825
$1.49K ﹤0.01%
156
31 32
33
34 35