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
$406M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$8.36M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.3M
5
PG icon
Procter & Gamble
PG
+$1.45M

Top Sells

1
+$11.2M
2
+$9.19M
3
+$7.16M
4
XOM icon
Exxon Mobil
XOM
+$2.37M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.22M

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
76
$530K 0.13%
5,269
77
$525K 0.13%
8,868
-4,132
78
$524K 0.13%
2,275
+776
79
$517K 0.13%
1,986
+1,625
80
$514K 0.13%
1,046
+973
81
$504K 0.12%
4,606
+367
82
$501K 0.12%
9,843
-6,800
83
$492K 0.12%
1,841
+778
84
$486K 0.12%
1,441
+100
85
$477K 0.12%
4,824
+159
86
$469K 0.12%
7,467
+6,348
87
$468K 0.12%
6,030
+320
88
$456K 0.11%
4,858
+4,444
89
$449K 0.11%
25,168
-13,286
90
$439K 0.11%
5,192
+212
91
$438K 0.11%
17,337
-315
92
$431K 0.11%
8,598
-8,714
93
$425K 0.1%
2,002
+1,072
94
$399K 0.1%
2,613
+188
95
$395K 0.1%
12,273
+11,730
96
$393K 0.1%
1,628
+1,274
97
$393K 0.1%
1,765
+63
98
$384K 0.09%
2,469
-10
99
$383K 0.09%
3,207
-3,365
100
$380K 0.09%
6,040
+350
2 3
4
5 6