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
$406M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$8.36M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.3M
5
PG icon
Procter & Gamble
PG
+$1.45M

Top Sells

1
+$11.2M
2
+$9.19M
3
+$7.16M
4
XOM icon
Exxon Mobil
XOM
+$2.37M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.22M

Sector Composition

1 Technology 9.34%
2 Consumer Staples 6.65%
3 Healthcare 5.88%
4 Financials 2.66%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1K ﹤0.01%
15
902
$1K ﹤0.01%
6
903
$1K ﹤0.01%
19
904
$1K ﹤0.01%
21
905
$1K ﹤0.01%
2
906
$1K ﹤0.01%
6
907
$1K ﹤0.01%
63
908
$1K ﹤0.01%
29
909
$1K ﹤0.01%
5
910
$1K ﹤0.01%
8
911
$1K ﹤0.01%
30
912
$1K ﹤0.01%
17
913
$1K ﹤0.01%
+3
914
$1K ﹤0.01%
+22
915
$1K ﹤0.01%
10
-19
916
$1K ﹤0.01%
12
917
$1K ﹤0.01%
29
918
$1K ﹤0.01%
110
919
$1K ﹤0.01%
8
920
$1K ﹤0.01%
1
921
$1K ﹤0.01%
87
922
$1K ﹤0.01%
9
923
$1K ﹤0.01%
5
924
$1K ﹤0.01%
29
925
$1K ﹤0.01%
11
35 36
37
38 39