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
$405M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$10.6M
3
+$2.41M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$2.04M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.96M

Top Sells

1
+$22.2M
2
+$11M
3
+$2.38M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.15M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.79M

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
1076
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-9
1077
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-30
1078
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-2,738
1079
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-150
1080
– –
-1,995
1081
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1082
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1083
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-332
1084
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1085
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-15
1086
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-210
1087
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1088
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-2
1089
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-47
1090
– –
-34
1091
– –
-10
1092
– –
-25
1093
– –
-87
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