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PRESTIGE WEALTH MANAGEMENT GROUP LLC

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FLEMINGTON NJ Investment Advisor Hedge Fund
13F Summary
Prestige Wealth Management Group is based out of Flemington. Prestige Wealth Management Group is a large advisory firm with 411 clients and discretionary assets under management (AUM) of $457,829,085 (Form ADV from 2023-10-17). Their last reported 13F filing for Q4 2023 included $440,737,515 in managed 13F securities and a top 10 holdings concentration of 53.09%. Prestige Wealth Management Group's largest holding is WisdomTree U.S. Quality Dividend Growth Fund-N/A with shares held of 750,127. Whalewisdom has at least 21 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $441m, Prior: $406m
New Purchases 40 stocks
Added To 194 stocks
Sold out of 66 stocks
Reduced holdings in 241 stocks
Top 10 Holdings % 53.09%
Turnover %[1] 10.37%
Turnover Alt %[2] 4.98%
Time Held Top 20 9.1 quarters
Time Held Top 10 7.3 quarters
Time Held All 13.92 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance