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
$405M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$9.92M
3
+$2.36M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.99M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.94M

Top Sells

1
+$22.1M
2
+$10.6M
3
+$2.33M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.06M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.71M

Sector Composition

1 Technology 10.54%
2 Financials 4.95%
3 Consumer Staples 4.52%
4 Communication Services 4.03%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.3K ﹤0.01%
26
827
$1.3K ﹤0.01%
66
828
$1.28K ﹤0.01%
+13
829
$1.28K ﹤0.01%
28
+7
830
$1.28K ﹤0.01%
640
-385
831
$1.28K ﹤0.01%
17
832
$1.28K ﹤0.01%
8
833
$1.28K ﹤0.01%
10
834
$1.28K ﹤0.01%
17
835
$1.27K ﹤0.01%
29
836
$1.27K ﹤0.01%
21
837
$1.27K ﹤0.01%
34
-80
838
$1.25K ﹤0.01%
21
839
$1.25K ﹤0.01%
53
840
$1.24K ﹤0.01%
19
841
$1.24K ﹤0.01%
26
842
$1.23K ﹤0.01%
2
843
$1.23K ﹤0.01%
23
844
$1.22K ﹤0.01%
+58
845
$1.19K ﹤0.01%
61
846
$1.18K ﹤0.01%
8
+2
847
$1.18K ﹤0.01%
22
848
$1.18K ﹤0.01%
46
849
$1.18K ﹤0.01%
24
850
$1.16K ﹤0.01%
14
32 33
34
35 36