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
126
$260K 0.06%
2,550
127
$242K 0.06%
1,786
+27
128
$239K 0.06%
1,126
-963
129
$235K 0.06%
4,097
+2,897
130
$224K 0.06%
1,214
+38
131
$219K 0.05%
1,379
+51
132
$218K 0.05%
2,390
-265
133
$217K 0.05%
528
+32
134
$216K 0.05%
7,095
135
$216K 0.05%
3,196
+2,760
136
$212K 0.05%
1,396
+81
137
$209K 0.05%
468
138
$207K 0.05%
+4,227
139
$206K 0.05%
3,701
+98
140
$201K 0.05%
5,380
+64
141
$200K 0.05%
1,224
+600
142
$197K 0.05%
258
+30
143
$195K 0.05%
843
+650
144
$189K 0.05%
903
+44
145
$183K 0.05%
2,093
-4
146
$181K 0.04%
1,657
147
$177K 0.04%
923
+21
148
$172K 0.04%
1,240
149
$170K 0.04%
2,358
+76
150
$168K 0.04%
3,766
+3,186
4 5
6
7 8