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
876
$1.02K ﹤0.01%
24
-6
877
$1.01K ﹤0.01%
10
878
$1K ﹤0.01%
10
879
$993 ﹤0.01%
21
880
$979 ﹤0.01%
18
881
$977 ﹤0.01%
34
882
$970 ﹤0.01%
+68
883
$967 ﹤0.01%
29
884
$962 ﹤0.01%
19
885
$952 ﹤0.01%
11
886
$914 ﹤0.01%
10
887
$897 ﹤0.01%
14
888
$894 ﹤0.01%
20
889
$884 ﹤0.01%
+65
890
$884 ﹤0.01%
15
891
$863 ﹤0.01%
118
892
$845 ﹤0.01%
16
893
$845 ﹤0.01%
29
-23
894
$839 ﹤0.01%
36
895
$829 ﹤0.01%
11
896
$828 ﹤0.01%
12
-3,277
897
$828 ﹤0.01%
76
898
$825 ﹤0.01%
20
899
$816 ﹤0.01%
39
900
$813 ﹤0.01%
4
34 35
36
37 38