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
$365M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.35M
3
+$2.5M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$2.24M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.15M

Top Sells

1
+$3.77M
2
+$3.1M
3
+$2.23M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.01M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.42M

Sector Composition

1 Technology 7.82%
2 Consumer Staples 4.99%
3 Communication Services 3.51%
4 Healthcare 3.13%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
46
827
$1K ﹤0.01%
+48
828
$1K ﹤0.01%
+77
829
$1K ﹤0.01%
7
830
$1K ﹤0.01%
20
831
$1K ﹤0.01%
+14
832
$1K ﹤0.01%
21
833
$1K ﹤0.01%
19
834
$1K ﹤0.01%
16
835
$1K ﹤0.01%
7
836
$1K ﹤0.01%
12
-168
837
$1K ﹤0.01%
22
+5
838
$1K ﹤0.01%
58
-531
839
$1K ﹤0.01%
11
-7
840
$1K ﹤0.01%
13
+4
841
$1K ﹤0.01%
19
842
$1K ﹤0.01%
7
843
$1K ﹤0.01%
3
-62
844
$1K ﹤0.01%
+116
845
$1K ﹤0.01%
33
-711
846
$1K ﹤0.01%
23
847
$1K ﹤0.01%
+21
848
$1K ﹤0.01%
26
849
$1K ﹤0.01%
49
850
$1K ﹤0.01%
+75
32 33
34
35 36