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
201
$81.2K 0.02%
404
202
$79.2K 0.02%
1,117
+96
203
$78.8K 0.02%
1,847
204
$78.6K 0.02%
400
205
$77.3K 0.02%
643
206
$76.5K 0.02%
280
+1
207
$76.1K 0.02%
358
-47
208
$75.1K 0.02%
1,075
209
$74K 0.02%
720
+32
210
$73.6K 0.02%
50
211
$71.5K 0.02%
2,169
-16
212
$69.3K 0.02%
617
+3
213
$68.2K 0.02%
1,180
+158
214
$63.7K 0.02%
792
-380
215
$62.6K 0.02%
615
216
$62.4K 0.02%
150
-12
217
$61.5K 0.02%
719
+38
218
$61.3K 0.02%
402
-9
219
$61K 0.02%
1,614
220
$60.8K 0.02%
1,379
221
$60.6K 0.01%
874
+4
222
$60.2K 0.01%
421
223
$59.8K 0.01%
4,813
-850
224
$59.7K 0.01%
343
+24
225
$58.8K 0.01%
539
7 8
9
10 11