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
76
$530K 0.13%
2,869
+132
77
$525K 0.13%
1,709
-1
78
$512K 0.13%
2,690
+1,302
79
$510K 0.13%
3,644
+170
80
$503K 0.12%
8,784
+124
81
$477K 0.12%
935
+21
82
$467K 0.12%
5,718
+3,449
83
$465K 0.11%
11,386
+9,623
84
$461K 0.11%
3,832
+2,562
85
$457K 0.11%
1,597
+55
86
$448K 0.11%
4,900
-172
87
$448K 0.11%
2,876
+39
88
$439K 0.11%
2,809
-98
89
$433K 0.11%
3,125
+80
90
$422K 0.1%
4,353
-11
91
$412K 0.1%
2,594
-15
92
$410K 0.1%
12,375
+351
93
$405K 0.1%
1,518
-22
94
$395K 0.1%
1,573
+30
95
$391K 0.1%
1,881
+63
96
$382K 0.09%
1,910
+951
97
$380K 0.09%
3,156
-21
98
$376K 0.09%
3,383
+50
99
$339K 0.08%
664
+7
100
$339K 0.08%
1,046
+546
2 3
4
5 6