PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
+$11.2M
2
+$11.1M
3
+$8.52M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.28M
5
PG icon
Procter & Gamble
PG
+$1.49M

Top Sells

1
+$11.1M
2
+$9.49M
3
+$6.92M
4
XOM icon
Exxon Mobil
XOM
+$2.24M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.17M

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%
43
827
$2K ﹤0.01%
423
828
$2K ﹤0.01%
38
-35
829
$2K ﹤0.01%
82
830
$2K ﹤0.01%
101
+74
831
$2K ﹤0.01%
3
832
$1K ﹤0.01%
33
833
$1K ﹤0.01%
27
834
$1K ﹤0.01%
7
835
$1K ﹤0.01%
+8
836
$1K ﹤0.01%
11
837
$1K ﹤0.01%
5
838
$1K ﹤0.01%
27
839
$1K ﹤0.01%
92
840
$1K ﹤0.01%
31
-2,434
841
$1K ﹤0.01%
21
842
$1K ﹤0.01%
16
843
$1K ﹤0.01%
+24
844
$1K ﹤0.01%
15
845
$1K ﹤0.01%
20
846
$1K ﹤0.01%
9
847
$1K ﹤0.01%
3
848
$1K ﹤0.01%
12
849
$1K ﹤0.01%
11
850
$1K ﹤0.01%
19
32 33
34
35 36