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
201
$88.6K 0.02%
1,057
202
$87.9K 0.02%
2,110
+1,990
203
$86.9K 0.02%
1,032
204
$86.2K 0.02%
82
-20
205
$84.2K 0.02%
136
+75
206
$83.6K 0.02%
619
207
$83.4K 0.02%
145
+14
208
$83.3K 0.02%
293
209
$80.8K 0.02%
1,103
210
$80.6K 0.02%
686
+300
211
$80K 0.02%
292
-7
212
$79.3K 0.02%
792
213
$78.9K 0.02%
447
214
$78.8K 0.02%
941
215
$78.5K 0.02%
547
216
$78.4K 0.02%
50
217
$77.7K 0.02%
1,609
218
$75.6K 0.02%
323
219
$73.3K 0.02%
558
-3
220
$71.6K 0.01%
1,596
221
$70.8K 0.01%
600
222
$70.8K 0.01%
726
+275
223
$70.2K 0.01%
872
+225
224
$70K 0.01%
640
-250
225
$69.2K 0.01%
444
+100
7 8
9
10 11