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
926
$690 ﹤0.01%
2
-1
927
$683 ﹤0.01%
5
928
$680 ﹤0.01%
17
929
$676 ﹤0.01%
19
930
$669 ﹤0.01%
6
931
$658 ﹤0.01%
9
932
$654 ﹤0.01%
48
933
$652 ﹤0.01%
14
934
$646 ﹤0.01%
36
935
$644 ﹤0.01%
8
936
$642 ﹤0.01%
19
937
$623 ﹤0.01%
21
938
$622 ﹤0.01%
3
939
$620 ﹤0.01%
8
940
$609 ﹤0.01%
7
941
$588 ﹤0.01%
26
-1
942
$579 ﹤0.01%
3
943
$577 ﹤0.01%
21
944
$569 ﹤0.01%
6
945
$568 ﹤0.01%
2
946
$563 ﹤0.01%
+58
947
$551 ﹤0.01%
49
948
$550 ﹤0.01%
5
949
$547 ﹤0.01%
5
950
$544 ﹤0.01%
+7
36 37
38
39 40