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
$356M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,117
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$1.18M
3
+$867K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$356K
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$316K

Top Sells

1
+$7.15M
2
+$1.8M
3
+$280K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$142K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$137K

Sector Composition

1 Technology 8.52%
2 Consumer Staples 7.48%
3 Healthcare 6.64%
4 Financials 2.71%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
+42
827
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125
828
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+46
829
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4
830
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+200
831
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5
832
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833
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834
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835
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40
836
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500
837
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+1
838
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839
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840
$1K ﹤0.01%
5
841
$1K ﹤0.01%
27
-35
842
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14
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844
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845
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16
-5
846
$1K ﹤0.01%
5
847
$1K ﹤0.01%
7
-6
848
$1K ﹤0.01%
+53
849
$1K ﹤0.01%
20
850
$1K ﹤0.01%
+27
32 33
34
35 36