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
1001
$298 ﹤0.01%
65
1002
$284 ﹤0.01%
16
1003
$281 ﹤0.01%
5
1004
$270 ﹤0.01%
33
1005
$237 ﹤0.01%
50
1006
$236 ﹤0.01%
130
1007
$224 ﹤0.01%
3
1008
$223 ﹤0.01%
4
-5
1009
$206 ﹤0.01%
12
1010
$191 ﹤0.01%
10
1011
$188 ﹤0.01%
57
1012
$187 ﹤0.01%
17
1013
$156 ﹤0.01%
6
1014
$136 ﹤0.01%
146
1015
$128 ﹤0.01%
25
1016
$118 ﹤0.01%
30
1017
$113 ﹤0.01%
20
1018
$103 ﹤0.01%
48
1019
$102 ﹤0.01%
5
1020
$86 ﹤0.01%
6
1021
$69 ﹤0.01%
5
1022
$64 ﹤0.01%
4
1023
$58 ﹤0.01%
1
1024
$57 ﹤0.01%
13
1025
$30 ﹤0.01%
5
39 40
41
42 43