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
151
$194K 0.04%
240
152
$194K 0.04%
5,128
+753
153
$191K 0.04%
7,134
+1,360
154
$188K 0.04%
+3,650
155
$188K 0.04%
4,445
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156
$187K 0.04%
2,676
-76
157
$185K 0.04%
682
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158
$180K 0.04%
2,751
+189
159
$173K 0.04%
764
160
$169K 0.04%
489
-3
161
$168K 0.03%
1,750
162
$165K 0.03%
11,612
163
$162K 0.03%
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164
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165
$156K 0.03%
1,025
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166
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3,740
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167
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169
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170
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1,093
171
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555
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172
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173
$133K 0.03%
1,847
174
$132K 0.03%
1,086
-44
175
$128K 0.03%
1,218
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7
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