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
$464M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$6.69M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$3.43M
5
BND icon
Vanguard Total Bond Market
BND
+$3.19M

Top Sells

1
+$13M
2
+$11.9M
3
+$9.54M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.07M

Sector Composition

1 Technology 10.14%
2 Consumer Staples 4.67%
3 Communication Services 4.59%
4 Healthcare 3.67%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.37K ﹤0.01%
5
827
$1.37K ﹤0.01%
87
828
$1.37K ﹤0.01%
14
829
$1.37K ﹤0.01%
125
830
$1.36K ﹤0.01%
30
831
$1.34K ﹤0.01%
50
832
$1.34K ﹤0.01%
46
833
$1.33K ﹤0.01%
1
834
$1.31K ﹤0.01%
34
835
$1.29K ﹤0.01%
7
836
$1.27K ﹤0.01%
14
837
$1.26K ﹤0.01%
20
838
$1.25K ﹤0.01%
44
+31
839
$1.24K ﹤0.01%
61
840
$1.24K ﹤0.01%
98
-9
841
$1.24K ﹤0.01%
24
842
$1.24K ﹤0.01%
22
843
$1.23K ﹤0.01%
+53
844
$1.21K ﹤0.01%
31
845
$1.2K ﹤0.01%
+20
846
$1.19K ﹤0.01%
+34
847
$1.16K ﹤0.01%
19
848
$1.16K ﹤0.01%
241
-136
849
$1.15K ﹤0.01%
25
850
$1.15K ﹤0.01%
24
32 33
34
35 36