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
951
$542 ﹤0.01%
18
952
$525 ﹤0.01%
5
953
$520 ﹤0.01%
24
954
$519 ﹤0.01%
4
955
$519 ﹤0.01%
3
956
$516 ﹤0.01%
300
957
$512 ﹤0.01%
7
958
$511 ﹤0.01%
3
959
$507 ﹤0.01%
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960
$501 ﹤0.01%
3
961
$489 ﹤0.01%
10
962
$487 ﹤0.01%
3
963
$483 ﹤0.01%
9
964
$476 ﹤0.01%
5
965
$474 ﹤0.01%
21
966
$474 ﹤0.01%
25
967
$474 ﹤0.01%
249
968
$468 ﹤0.01%
15
969
$468 ﹤0.01%
7
970
$450 ﹤0.01%
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971
$447 ﹤0.01%
5
972
$445 ﹤0.01%
5
973
$444 ﹤0.01%
+2
974
$440 ﹤0.01%
+4
975
$438 ﹤0.01%
9
37 38
39
40 41