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 3.51%
4 Healthcare 3.13%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
168
877
$1K ﹤0.01%
29
878
$1K ﹤0.01%
11
879
$1K ﹤0.01%
34
+9
880
$1K ﹤0.01%
18
-36
881
$1K ﹤0.01%
+186
882
$1K ﹤0.01%
23
883
$1K ﹤0.01%
+43
884
$1K ﹤0.01%
10
+3
885
$1K ﹤0.01%
57
886
$1K ﹤0.01%
90
-230
887
$1K ﹤0.01%
+3
888
$1K ﹤0.01%
28
+7
889
$1K ﹤0.01%
36
890
$1K ﹤0.01%
100
-80
891
$1K ﹤0.01%
27
892
$1K ﹤0.01%
15
893
$1K ﹤0.01%
2
894
$1K ﹤0.01%
+5
895
$1K ﹤0.01%
14
896
$1K ﹤0.01%
27
897
$1K ﹤0.01%
19
898
$1K ﹤0.01%
+19
899
$1K ﹤0.01%
25
900
$1K ﹤0.01%
21
-120
34 35
36
37 38