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
76
$716K 0.15%
4,238
+4,220
77
$713K 0.15%
4,191
+194
78
$703K 0.15%
2,853
-31
79
$691K 0.14%
5,829
+5,525
80
$684K 0.14%
4,229
+4,095
81
$683K 0.14%
7,522
-184
82
$641K 0.13%
3,770
+272
83
$636K 0.13%
1,919
+78
84
$621K 0.13%
7,351
-115
85
$614K 0.13%
2,970
-30
86
$604K 0.12%
3,035
+75
87
$600K 0.12%
1,850
+318
88
$592K 0.12%
2,928
-61
89
$590K 0.12%
4,110
+419
90
$573K 0.12%
1,621
-13
91
$539K 0.11%
10,127
-114
92
$534K 0.11%
4,554
93
$532K 0.11%
+5,135
94
$526K 0.11%
594
+55
95
$522K 0.11%
+5,908
96
$502K 0.1%
1,853
-16
97
$493K 0.1%
2,737
+2,634
98
$493K 0.1%
952
+18
99
$479K 0.1%
928
-827
100
$478K 0.1%
3,107
+705
2 3
4
5 6