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
876
$1.04K ﹤0.01%
65
+26
877
$1.03K ﹤0.01%
4
878
$1.03K ﹤0.01%
470
-170
879
$1.01K ﹤0.01%
20
+19
880
$1.01K ﹤0.01%
20
881
$1K ﹤0.01%
16
882
$1K ﹤0.01%
69
883
$976 ﹤0.01%
48
-70
884
$968 ﹤0.01%
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885
$957 ﹤0.01%
5
886
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887
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890
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$894 ﹤0.01%
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895
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-4
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$876 ﹤0.01%
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$875 ﹤0.01%
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898
$875 ﹤0.01%
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899
$864 ﹤0.01%
3
900
$864 ﹤0.01%
12
34 35
36
37 38