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
$406M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$8.36M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.3M
5
PG icon
Procter & Gamble
PG
+$1.45M

Top Sells

1
+$11.2M
2
+$9.19M
3
+$7.16M
4
XOM icon
Exxon Mobil
XOM
+$2.37M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.22M

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
101
$376K 0.09%
15,801
-762
102
$365K 0.09%
1,805
+48
103
$363K 0.09%
3,704
+219
104
$359K 0.09%
3,527
-4,050
105
$337K 0.08%
1,836
+23
106
$332K 0.08%
1,544
+118
107
$330K 0.08%
1,273
+670
108
$329K 0.08%
1,210
+1,045
109
$320K 0.08%
2,378
+86
110
$315K 0.08%
2,933
111
$310K 0.08%
1,593
-9
112
$301K 0.07%
1,254
+735
113
$298K 0.07%
3,297
+2,535
114
$287K 0.07%
951
+815
115
$285K 0.07%
2,314
+1,613
116
$277K 0.07%
608
-1,192
117
$277K 0.07%
1,298
+50
118
$276K 0.07%
4,651
+2,825
119
$276K 0.07%
834
-1,023
120
$274K 0.07%
1,095
+71
121
$272K 0.07%
5,129
-651
122
$272K 0.07%
3,340
+2,333
123
$270K 0.07%
1,432
+1,021
124
$265K 0.07%
4,764
-408
125
$262K 0.06%
1,053
+60
3 4
5
6 7