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
126
$348K 0.07%
1,683
-30
127
$342K 0.07%
1,584
128
$331K 0.07%
4,403
+4,397
129
$328K 0.07%
907
+2
130
$317K 0.07%
1,201
-11
131
$316K 0.07%
607
+11
132
$311K 0.06%
1,044
+29
133
$309K 0.06%
1,343
-11
134
$307K 0.06%
11,457
-2,250
135
$305K 0.06%
1,369
-1,244
136
$300K 0.06%
387
-3
137
$290K 0.06%
2,653
+517
138
$287K 0.06%
1,967
+15
139
$277K 0.06%
2,286
+131
140
$264K 0.05%
7,437
+7,361
141
$257K 0.05%
1,389
-9
142
$254K 0.05%
1,153
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143
$251K 0.05%
474
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144
$251K 0.05%
8,659
-489
145
$247K 0.05%
898
-15
146
$245K 0.05%
779
147
$233K 0.05%
7,370
+1,355
148
$223K 0.05%
3,010
+255
149
$216K 0.04%
1,294
+388
150
$213K 0.04%
1,329
-1,362
4 5
6
7 8