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

Top Buys

1
+$23.4M
2
+$9.92M
3
+$2.36M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.99M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.94M

Top Sells

1
+$22.1M
2
+$10.6M
3
+$2.33M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.06M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.71M

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
101
$338K 0.08%
1,235
-5
102
$338K 0.08%
2,266
+1,584
103
$332K 0.08%
3,440
+100
104
$331K 0.08%
1,162
-2,673
105
$327K 0.08%
609
+2
106
$316K 0.08%
29,120
-203
107
$295K 0.07%
13,077
108
$295K 0.07%
13,710
-2,088
109
$292K 0.07%
1,626
-129
110
$290K 0.07%
3,024
+40
111
$287K 0.07%
2,058
+1,483
112
$286K 0.07%
2,822
113
$285K 0.07%
6,919
+4,793
114
$270K 0.07%
1,060
-2,881
115
$270K 0.07%
8,768
-464
116
$268K 0.07%
1,531
+25
117
$259K 0.06%
1,843
+2
118
$258K 0.06%
968
+49
119
$254K 0.06%
2,912
+63
120
$246K 0.06%
565
-527
121
$243K 0.06%
2,241
+87
122
$243K 0.06%
2,659
+43
123
$242K 0.06%
1,294
+40
124
$238K 0.06%
6,145
125
$237K 0.06%
402
+13
3 4
5
6 7