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
176
$113K 0.03%
1,190
-134
177
$111K 0.03%
414
-111
178
$108K 0.03%
3,454
-231
179
$106K 0.03%
238
180
$103K 0.03%
6,102
-2,238
181
$102K 0.03%
2,373
182
$98.1K 0.02%
735
183
$97.9K 0.02%
1,252
184
$97.2K 0.02%
271
185
$96.4K 0.02%
1,066
-71
186
$93.1K 0.02%
1,570
187
$91.1K 0.02%
1,503
188
$90.8K 0.02%
1,048
-17
189
$90.3K 0.02%
1,724
+24
190
$90.3K 0.02%
740
191
$88.4K 0.02%
4,692
-384
192
$88.1K 0.02%
3,732
-120
193
$86.7K 0.02%
1,740
194
$86.5K 0.02%
818
-247
195
$84.6K 0.02%
1,376
-46
196
$84.4K 0.02%
416
-100
197
$83.3K 0.02%
742
198
$82.8K 0.02%
2,330
+328
199
$82.3K 0.02%
6,353
+121
200
$81.3K 0.02%
574
+4
6 7
8
9 10