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
176
$126K 0.03%
498
-1,373
177
$124K 0.03%
735
178
$124K 0.03%
451
+179
179
$121K 0.03%
470
-1,051
180
$118K 0.02%
868
181
$118K 0.02%
241
182
$114K 0.02%
695
+35
183
$114K 0.02%
1,816
-4,770
184
$111K 0.02%
1,252
185
$110K 0.02%
+2,470
186
$109K 0.02%
493
187
$108K 0.02%
736
188
$107K 0.02%
+4,047
189
$106K 0.02%
877
190
$105K 0.02%
1,677
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191
$105K 0.02%
3,732
192
$104K 0.02%
1,700
193
$100K 0.02%
9,388
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194
$99.4K 0.02%
400
195
$97.4K 0.02%
404
196
$95.6K 0.02%
1,153
-112
197
$94.6K 0.02%
210
198
$94K 0.02%
1,121
199
$90.6K 0.02%
1,604
-9,050
200
$89.8K 0.02%
657
+251
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