PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
+$25.5M
2
+$1.45M
3
+$1.3M
4
EQIX icon
Equinix
EQIX
+$953K
5
WELL icon
Welltower
WELL
+$879K

Top Sells

1
+$26M
2
+$1.96M
3
+$1.6M
4
JPM icon
JPMorgan Chase
JPM
+$1.55M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.3M

Sector Composition

1 Technology 11.58%
2 Consumer Staples 4.95%
3 Communication Services 4.49%
4 Healthcare 3.78%
5 Financials 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$26 ﹤0.01%
1
1027
$25 ﹤0.01%
1
1028
$25 ﹤0.01%
+1
1029
– –
0
1030
– –
-55
1031
– –
-53
1032
– –
-15
1033
– –
-306
1034
– –
-27
1035
– –
-15
1036
– –
-42
1037
– –
-23
1038
– –
-132
1039
– –
-22
1040
– –
-5
1041
– –
-12
1042
– –
-3
1043
– –
-101
1044
– –
-194
1045
– –
-35
1046
– –
-228
1047
– –
-16
1048
– –
-7
1049
– –
-14
1050
– –
-12
39 40 41
42
43