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
976
$437 ﹤0.01%
8
977
$430 ﹤0.01%
3
978
$429 ﹤0.01%
19
979
$428 ﹤0.01%
138
980
$415 ﹤0.01%
7
981
$409 ﹤0.01%
288
-544
982
$405 ﹤0.01%
39
983
$399 ﹤0.01%
+2
984
$396 ﹤0.01%
8
985
$392 ﹤0.01%
3
986
$388 ﹤0.01%
19
987
$385 ﹤0.01%
16
-18
988
$369 ﹤0.01%
7
989
$357 ﹤0.01%
6
990
$351 ﹤0.01%
99
991
$349 ﹤0.01%
14
992
$349 ﹤0.01%
13
993
$347 ﹤0.01%
+11
994
$344 ﹤0.01%
4
995
$336 ﹤0.01%
6
-53
996
$334 ﹤0.01%
+15
997
$331 ﹤0.01%
7
998
$328 ﹤0.01%
14
-53
999
$328 ﹤0.01%
47
1000
$319 ﹤0.01%
+7
38 39
40
41 42