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
851
$1.25K ﹤0.01%
19
852
$1.23K ﹤0.01%
17
853
$1.22K ﹤0.01%
21
854
$1.22K ﹤0.01%
14
855
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5
856
$1.2K ﹤0.01%
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857
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29
858
$1.18K ﹤0.01%
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859
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12
860
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19
861
$1.17K ﹤0.01%
34
862
$1.16K ﹤0.01%
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863
$1.15K ﹤0.01%
403
+203
864
$1.14K ﹤0.01%
44
865
$1.12K ﹤0.01%
27
-9
866
$1.12K ﹤0.01%
56
867
$1.12K ﹤0.01%
13
868
$1.11K ﹤0.01%
23
869
$1.11K ﹤0.01%
+124
870
$1.08K ﹤0.01%
24
871
$1.07K ﹤0.01%
15
872
$1.07K ﹤0.01%
11
873
$1.07K ﹤0.01%
22
874
$1.06K ﹤0.01%
100
875
$1.04K ﹤0.01%
14
33 34
35
36 37