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
151
$154K 0.04%
762
152
$151K 0.04%
346
+18
153
$149K 0.04%
997
-42
154
$143K 0.04%
3,643
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155
$142K 0.04%
929
156
$142K 0.03%
172
+3
157
$140K 0.03%
488
-37
158
$139K 0.03%
1,678
-48
159
$139K 0.03%
1,657
160
$136K 0.03%
309
-4
161
$136K 0.03%
4,744
-53
162
$135K 0.03%
1,854
163
$135K 0.03%
11,612
164
$133K 0.03%
3,943
+1,300
165
$132K 0.03%
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-319,264
166
$129K 0.03%
977
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167
$127K 0.03%
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170
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924
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171
$118K 0.03%
6,745
172
$118K 0.03%
478
173
$117K 0.03%
833
+38
174
$116K 0.03%
1,105
-1
175
$113K 0.03%
1,402
-20
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7
8 9