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
$406M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$8.36M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.3M
5
PG icon
Procter & Gamble
PG
+$1.45M

Top Sells

1
+$11.2M
2
+$9.19M
3
+$7.16M
4
XOM icon
Exxon Mobil
XOM
+$2.37M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.22M

Sector Composition

1 Technology 9.34%
2 Consumer Staples 6.65%
3 Healthcare 5.88%
4 Financials 2.66%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2K ﹤0.01%
125
827
$2K ﹤0.01%
423
828
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38
-35
829
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82
830
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101
+74
831
$2K ﹤0.01%
3
832
$1K ﹤0.01%
85
833
$1K ﹤0.01%
138
834
$1K ﹤0.01%
500
835
$1K ﹤0.01%
+8
836
$1K ﹤0.01%
7
837
$1K ﹤0.01%
27
838
$1K ﹤0.01%
33
839
$1K ﹤0.01%
40
840
$1K ﹤0.01%
9
841
$1K ﹤0.01%
46
842
$1K ﹤0.01%
16
843
$1K ﹤0.01%
64
844
$1K ﹤0.01%
35
845
$1K ﹤0.01%
25
846
$1K ﹤0.01%
7
847
$1K ﹤0.01%
4
848
$1K ﹤0.01%
14
849
$1K ﹤0.01%
14
850
$1K ﹤0.01%
78
-13
32 33
34
35 36