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
901
$808 ﹤0.01%
28
902
$805 ﹤0.01%
263
903
$805 ﹤0.01%
12
904
$803 ﹤0.01%
6
905
$803 ﹤0.01%
125
906
$796 ﹤0.01%
16
907
$779 ﹤0.01%
18
908
$777 ﹤0.01%
6
909
$765 ﹤0.01%
5
910
$760 ﹤0.01%
14
911
$759 ﹤0.01%
18
912
$752 ﹤0.01%
11
913
$750 ﹤0.01%
5
914
$743 ﹤0.01%
11
915
$737 ﹤0.01%
10
-203
916
$731 ﹤0.01%
22
917
$717 ﹤0.01%
8
918
$706 ﹤0.01%
91
919
$703 ﹤0.01%
12
920
$695 ﹤0.01%
12
921
$683 ﹤0.01%
+250
922
$683 ﹤0.01%
5
923
$680 ﹤0.01%
7
924
$675 ﹤0.01%
17
925
$673 ﹤0.01%
9
35 36
37
38 39