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
$482M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$1.48M
3
+$1.37M
4
EQIX icon
Equinix
EQIX
+$1.03M
5
WELL icon
Welltower
WELL
+$964K

Top Sells

1
+$27.1M
2
+$2.04M
3
+$1.78M
4
JPM icon
JPMorgan Chase
JPM
+$1.55M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.35M

Sector Composition

1 Technology 11.58%
2 Consumer Staples 4.95%
3 Communication Services 4.49%
4 Healthcare 3.78%
5 Financials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.49K ﹤0.01%
12
827
$1.47K ﹤0.01%
7
828
$1.46K ﹤0.01%
19
829
$1.44K ﹤0.01%
53
-25
830
$1.43K ﹤0.01%
69
+8
831
$1.42K ﹤0.01%
14
832
$1.41K ﹤0.01%
9
833
$1.41K ﹤0.01%
8
834
$1.41K ﹤0.01%
46
835
$1.37K ﹤0.01%
24
836
$1.36K ﹤0.01%
5
-12
837
$1.35K ﹤0.01%
100
+81
838
$1.35K ﹤0.01%
8
839
$1.32K ﹤0.01%
25
840
$1.32K ﹤0.01%
26
-1
841
$1.31K ﹤0.01%
5
842
$1.31K ﹤0.01%
241
843
$1.3K ﹤0.01%
13
844
$1.3K ﹤0.01%
15
845
$1.29K ﹤0.01%
30
846
$1.29K ﹤0.01%
25
847
$1.28K ﹤0.01%
10
848
$1.28K ﹤0.01%
37
849
$1.26K ﹤0.01%
12
850
$1.26K ﹤0.01%
+65
32 33
34
35 36