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
$183M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$716K
3
+$688K
4
XOM icon
Exxon Mobil
XOM
+$408K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$402K

Top Sells

1
+$2.31M
2
+$683K
3
+$297K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$275K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$259K

Sector Composition

1 Technology 10.07%
2 Consumer Staples 7.52%
3 Healthcare 6.74%
4 Financials 5.34%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37K 0.02%
679
-31
227
$37K 0.02%
285
-6
228
$36K 0.02%
111
-7
229
$36K 0.02%
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230
$35K 0.02%
578
231
$35K 0.02%
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232
$34K 0.02%
237
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233
$34K 0.02%
175
234
$34K 0.02%
247
235
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205
236
$33K 0.02%
1,265
237
$33K 0.02%
700
238
$33K 0.02%
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239
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240
$32K 0.02%
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241
$32K 0.02%
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$31K 0.02%
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243
$31K 0.02%
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248
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$29K 0.02%
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$29K 0.02%
150
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