PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
+$11.2M
2
+$11.1M
3
+$8.52M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.28M
5
PG icon
Procter & Gamble
PG
+$1.49M

Top Sells

1
+$11.1M
2
+$9.49M
3
+$6.92M
4
XOM icon
Exxon Mobil
XOM
+$2.24M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.17M

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
951
$1K ﹤0.01%
6
952
$1K ﹤0.01%
112
953
$1K ﹤0.01%
28
954
$1K ﹤0.01%
12
955
$1K ﹤0.01%
+15
956
$1K ﹤0.01%
56
+2
957
$1K ﹤0.01%
47
958
$1K ﹤0.01%
2
959
$1K ﹤0.01%
38
960
$1K ﹤0.01%
27
961
$1K ﹤0.01%
32
962
$1K ﹤0.01%
22
963
$1K ﹤0.01%
85
964
$1K ﹤0.01%
138
965
$1K ﹤0.01%
40
966
$1K ﹤0.01%
500
967
$1K ﹤0.01%
+4
968
– –
-9,458
969
– –
-326
970
$0 ﹤0.01%
+19
971
– –
-31
972
– –
-200
973
– –
-54
974
– –
-35
975
– –
-231
37 38
39
40 41