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
151
$167K 0.04%
771
+569
152
$166K 0.04%
542
+11
153
$163K 0.04%
9,066
-2,142
154
$162K 0.04%
868
+6
155
$161K 0.04%
679
+62
156
$160K 0.04%
982
-13,092
157
$160K 0.04%
1,784
+1,352
158
$158K 0.04%
958
+19
159
$157K 0.04%
921
+68
160
$157K 0.04%
966
-33
161
$156K 0.04%
3,138
-61
162
$156K 0.04%
3,219
+13
163
$152K 0.04%
1,286
164
$148K 0.04%
1,236
165
$145K 0.04%
11,132
+27
166
$144K 0.04%
3,608
+3,480
167
$141K 0.03%
396
168
$141K 0.03%
6,307
169
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1,094
-40
170
$135K 0.03%
753
171
$134K 0.03%
537
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172
$123K 0.03%
1,627
-76
173
$122K 0.03%
175
-293
174
$121K 0.03%
3,075
+400
175
$120K 0.03%
478
5 6
7
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