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
$365M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.35M
3
+$2.5M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$2.24M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.15M

Top Sells

1
+$3.77M
2
+$3.1M
3
+$2.23M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.01M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.42M

Sector Composition

1 Technology 7.82%
2 Consumer Staples 4.99%
3 Communication Services 3.5%
4 Healthcare 3.13%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1K ﹤0.01%
3
-62
852
$1K ﹤0.01%
3
-26
853
$1K ﹤0.01%
170
854
$1K ﹤0.01%
19
855
$1K ﹤0.01%
21
856
$1K ﹤0.01%
+116
857
$1K ﹤0.01%
33
-711
858
$1K ﹤0.01%
23
859
$1K ﹤0.01%
64
860
$1K ﹤0.01%
20
+5
861
$1K ﹤0.01%
6
862
$1K ﹤0.01%
21
-19
863
$1K ﹤0.01%
63
864
$1K ﹤0.01%
122
-970
865
$1K ﹤0.01%
29
866
$1K ﹤0.01%
5
867
$1K ﹤0.01%
+17
868
$1K ﹤0.01%
11
869
$1K ﹤0.01%
+28
870
$1K ﹤0.01%
20
871
$1K ﹤0.01%
12
872
$1K ﹤0.01%
11
873
$1K ﹤0.01%
110
874
$1K ﹤0.01%
+10
875
$1K ﹤0.01%
3
33 34
35
36 37