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
876
$888 ﹤0.01%
200
877
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11
878
$876 ﹤0.01%
11
879
$862 ﹤0.01%
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880
$848 ﹤0.01%
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881
$848 ﹤0.01%
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882
$837 ﹤0.01%
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883
$821 ﹤0.01%
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884
$816 ﹤0.01%
3
885
$816 ﹤0.01%
+132
886
$811 ﹤0.01%
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887
$807 ﹤0.01%
3
888
$807 ﹤0.01%
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889
$803 ﹤0.01%
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890
$801 ﹤0.01%
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-2
891
$792 ﹤0.01%
263
892
$785 ﹤0.01%
4
893
$782 ﹤0.01%
+15
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$776 ﹤0.01%
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3
896
$762 ﹤0.01%
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897
$758 ﹤0.01%
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$758 ﹤0.01%
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899
$757 ﹤0.01%
23
900
$756 ﹤0.01%
9
34 35
36
37 38