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
926
$670 ﹤0.01%
+25
927
$648 ﹤0.01%
20
928
$644 ﹤0.01%
3
929
$642 ﹤0.01%
6
930
$633 ﹤0.01%
9
931
$620 ﹤0.01%
27
932
$618 ﹤0.01%
25
933
$615 ﹤0.01%
150
934
$602 ﹤0.01%
13
935
$601 ﹤0.01%
19
936
$601 ﹤0.01%
+11
937
$600 ﹤0.01%
15
938
$598 ﹤0.01%
8
939
$596 ﹤0.01%
49
940
$594 ﹤0.01%
23
941
$592 ﹤0.01%
+21
942
$591 ﹤0.01%
26
943
$588 ﹤0.01%
19
944
$581 ﹤0.01%
50
945
$579 ﹤0.01%
+10
946
$572 ﹤0.01%
+7
947
$572 ﹤0.01%
13
948
$550 ﹤0.01%
15
949
$548 ﹤0.01%
3
950
$546 ﹤0.01%
16
36 37
38
39 40