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
176
$115K 0.03%
1,048
177
$114K 0.03%
2,341
178
$111K 0.03%
2,070
179
$110K 0.03%
2,067
+1
180
$106K 0.03%
735
181
$104K 0.03%
1,570
182
$101K 0.02%
3,852
183
$100K 0.02%
935
-2,140
184
$99K 0.02%
3,904
-36,152
185
$98K 0.02%
829
+200
186
$98K 0.02%
970
-66
187
$98K 0.02%
914
-30
188
$95K 0.02%
1,001
-2
189
$94K 0.02%
2,147
+586
190
$94K 0.02%
2,702
-63
191
$92K 0.02%
1,861
192
$92K 0.02%
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193
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1,148
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194
$91K 0.02%
270
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195
$90K 0.02%
1,740
196
$89K 0.02%
550
197
$88K 0.02%
785
+2
198
$88K 0.02%
530
199
$87K 0.02%
3,052
+64
200
$87K 0.02%
468
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