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
201
$86K 0.02%
464
+19
202
$86K 0.02%
474
+7
203
$85K 0.02%
375
-118
204
$84K 0.02%
236
205
$83K 0.02%
4,869
+500
206
$81K 0.02%
585
+337
207
$80K 0.02%
639
208
$79K 0.02%
611
+32
209
$78K 0.02%
3,499
-76
210
$77K 0.02%
776
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211
$76K 0.02%
1,601
-644
212
$75K 0.02%
482
+13
213
$75K 0.02%
403
214
$74K 0.02%
50
215
$71K 0.02%
1,958
+191
216
$70K 0.02%
180
+15
217
$69K 0.02%
394
218
$69K 0.02%
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219
$69K 0.02%
519
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220
$68K 0.02%
284
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221
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222
$67K 0.02%
277
223
$66K 0.02%
1,053
-400
224
$65K 0.02%
1,144
+31
225
$64K 0.02%
176
+14
7 8
9
10 11