PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.1M
3
+$8.52M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.28M
5
PG icon
Procter & Gamble
PG
+$1.49M

Top Sells

1
+$11.1M
2
+$9.49M
3
+$6.92M
4
XOM icon
Exxon Mobil
XOM
+$2.24M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.17M

Sector Composition

1 Technology 9.34%
2 Consumer Staples 6.65%
3 Healthcare 5.88%
4 Financials 2.66%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$0 ﹤0.01%
4
1052
$0 ﹤0.01%
4
1053
$0 ﹤0.01%
5
1054
$0 ﹤0.01%
20
1055
$0 ﹤0.01%
13
-3
1056
– –
-550
1057
– –
-67
1058
$0 ﹤0.01%
7
1059
– –
-515
1060
$0 ﹤0.01%
25
1061
– –
-8
1062
$0 ﹤0.01%
19
1063
$0 ﹤0.01%
3
+2
1064
$0 ﹤0.01%
25
1065
$0 ﹤0.01%
7
1066
$0 ﹤0.01%
118
1067
$0 ﹤0.01%
6
1068
$0 ﹤0.01%
3
1069
– –
-65
1070
$0 ﹤0.01%
10
1071
$0 ﹤0.01%
5
1072
$0 ﹤0.01%
+10
1073
$0 ﹤0.01%
+7
1074
$0 ﹤0.01%
14
1075
– –
-3
40 41 42
43
44