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
851
$1.13K ﹤0.01%
7
852
$1.13K ﹤0.01%
5
853
$1.12K ﹤0.01%
15
854
$1.12K ﹤0.01%
26
855
$1.1K ﹤0.01%
4
856
$1.06K ﹤0.01%
76
857
$1.05K ﹤0.01%
24
858
$1.04K ﹤0.01%
13
859
$1.04K ﹤0.01%
12
860
$1.03K ﹤0.01%
10
861
$1.03K ﹤0.01%
12
862
$1.03K ﹤0.01%
5
863
$1.02K ﹤0.01%
37
864
$1.01K ﹤0.01%
4
865
$1K ﹤0.01%
14
866
$999 ﹤0.01%
16
867
$995 ﹤0.01%
29
868
$985 ﹤0.01%
33
869
$980 ﹤0.01%
8
+2
870
$977 ﹤0.01%
8
871
$966 ﹤0.01%
28
872
$944 ﹤0.01%
19
873
$924 ﹤0.01%
15
874
$906 ﹤0.01%
20
875
$890 ﹤0.01%
13
33 34
35
36 37