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
901
$861 ﹤0.01%
8
902
$848 ﹤0.01%
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903
$839 ﹤0.01%
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904
$837 ﹤0.01%
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905
$827 ﹤0.01%
3
906
$825 ﹤0.01%
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907
$819 ﹤0.01%
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908
$802 ﹤0.01%
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909
$799 ﹤0.01%
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910
$796 ﹤0.01%
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911
$792 ﹤0.01%
5
912
$783 ﹤0.01%
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913
$783 ﹤0.01%
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$779 ﹤0.01%
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915
$770 ﹤0.01%
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$763 ﹤0.01%
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$761 ﹤0.01%
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918
$729 ﹤0.01%
4
919
$728 ﹤0.01%
+25
920
$727 ﹤0.01%
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921
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922
$715 ﹤0.01%
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923
$702 ﹤0.01%
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924
$698 ﹤0.01%
4
-7
925
$694 ﹤0.01%
28
35 36
37
38 39