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
851
$1.16K ﹤0.01%
23
852
$1.15K ﹤0.01%
83
853
$1.15K ﹤0.01%
69
854
$1.14K ﹤0.01%
36
855
$1.14K ﹤0.01%
62
-193
856
$1.14K ﹤0.01%
25
857
$1.13K ﹤0.01%
7
858
$1.13K ﹤0.01%
7
859
$1.12K ﹤0.01%
21
860
$1.12K ﹤0.01%
18
861
$1.12K ﹤0.01%
15
-10
862
$1.12K ﹤0.01%
3
863
$1.12K ﹤0.01%
5
864
$1.11K ﹤0.01%
30
865
$1.11K ﹤0.01%
1
866
$1.1K ﹤0.01%
+21
867
$1.1K ﹤0.01%
5
868
$1.08K ﹤0.01%
6
869
$1.08K ﹤0.01%
3
870
$1.07K ﹤0.01%
19
871
$1.05K ﹤0.01%
+11
872
$1.04K ﹤0.01%
46
873
$1.04K ﹤0.01%
+28
874
$1.04K ﹤0.01%
14
875
$1.02K ﹤0.01%
4
-7
33 34
35
36 37