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
1001
$306 ﹤0.01%
+8
1002
$305 ﹤0.01%
+6
1003
$291 ﹤0.01%
+31
1004
$290 ﹤0.01%
63
1005
$287 ﹤0.01%
+19
1006
$285 ﹤0.01%
+20
1007
$279 ﹤0.01%
+6
1008
$278 ﹤0.01%
5
1009
$277 ﹤0.01%
63
1010
$277 ﹤0.01%
2
1011
$273 ﹤0.01%
+30
1012
$273 ﹤0.01%
2
1013
$266 ﹤0.01%
+9
1014
$261 ﹤0.01%
33
-37
1015
$254 ﹤0.01%
64
1016
$246 ﹤0.01%
+5
1017
$241 ﹤0.01%
38
1018
$237 ﹤0.01%
21
1019
$226 ﹤0.01%
13
1020
$224 ﹤0.01%
50
1021
$219 ﹤0.01%
18
1022
$212 ﹤0.01%
3
-60
1023
$210 ﹤0.01%
29
1024
$195 ﹤0.01%
57
1025
$172 ﹤0.01%
130
-107
39 40
41
42 43