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
$482M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$1.48M
3
+$1.37M
4
EQIX icon
Equinix
EQIX
+$1.03M
5
WELL icon
Welltower
WELL
+$964K

Top Sells

1
+$27.1M
2
+$2.04M
3
+$1.78M
4
JPM icon
JPMorgan Chase
JPM
+$1.55M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.35M

Sector Composition

1 Technology 11.58%
2 Consumer Staples 4.95%
3 Communication Services 4.49%
4 Healthcare 3.78%
5 Financials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$477K 0.1%
3,829
+3,807
102
$475K 0.1%
2,728
-63
103
$465K 0.1%
4,083
+274
104
$460K 0.1%
3,846
+3,712
105
$451K 0.09%
911
-5
106
$448K 0.09%
13,286
+13,253
107
$447K 0.09%
1,387
+38
108
$432K 0.09%
695
-6
109
$425K 0.09%
1,528
+276
110
$419K 0.09%
+1,848
111
$418K 0.09%
1,113
-7
112
$407K 0.08%
1,516
-65
113
$403K 0.08%
1,392
-1,029
114
$393K 0.08%
3,779
+734
115
$389K 0.08%
5,158
+5,092
116
$381K 0.08%
46,206
+9,874
117
$379K 0.08%
992
+39
118
$368K 0.08%
387
-373
119
$366K 0.08%
1,519
+1,489
120
$364K 0.08%
1,751
+133
121
$362K 0.07%
13,077
122
$362K 0.07%
2,822
123
$359K 0.07%
3,610
-78
124
$354K 0.07%
10,462
+9,462
125
$353K 0.07%
5,508
+5,117
3 4
5
6 7