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
126
$234K 0.06%
991
-515
127
$232K 0.06%
1,002
+17
128
$224K 0.06%
4,084
+3,905
129
$224K 0.06%
5,538
-532
130
$220K 0.05%
3,769
+2,970
131
$220K 0.05%
2,084
-44
132
$218K 0.05%
7,095
133
$213K 0.05%
1,882
+1,629
134
$198K 0.05%
764
-2
135
$197K 0.05%
500
-13
136
$196K 0.05%
2,720
+59
137
$195K 0.05%
8,818
-11,620
138
$184K 0.05%
378
+32
139
$183K 0.05%
2,428
-17
140
$173K 0.04%
905
-32
141
$173K 0.04%
377
+4
142
$172K 0.04%
356
+7
143
$171K 0.04%
6,093
144
$165K 0.04%
1,346
-1,695
145
$163K 0.04%
765
+1
146
$163K 0.04%
3,103
-757
147
$158K 0.04%
927
-1,481
148
$158K 0.04%
2,301
+137
149
$157K 0.04%
933
-2
150
$155K 0.04%
1,750
-485
4 5
6
7 8