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
$366M
AUM Growth
+$817K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,071
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$4.2M
3
+$1.89M
4
XOM icon
Exxon Mobil
XOM
+$1.4M
5
CVX icon
Chevron
CVX
+$1.26M

Top Sells

1
+$6.09M
2
+$4.07M
3
+$1.85M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.31M

Sector Composition

1 Technology 7.63%
2 Consumer Staples 4.67%
3 Communication Services 3.59%
4 Healthcare 3.23%
5 Financials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63K 0.02%
2,502
+292
227
$63K 0.02%
604
228
$62K 0.02%
1,953
+1
229
$62K 0.02%
54
230
$61K 0.02%
704
231
$60K 0.02%
548
+6
232
$60K 0.02%
505
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233
$60K 0.02%
406
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234
$59K 0.02%
359
235
$59K 0.02%
394
236
$58K 0.02%
473
+46
237
$57K 0.02%
1,023
238
$57K 0.02%
5,368
+5,168
239
$57K 0.02%
211
240
$56K 0.02%
656
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241
$56K 0.02%
442
+19
242
$56K 0.02%
532
243
$56K 0.02%
1,477
244
$55K 0.02%
291
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245
$54K 0.01%
620
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246
$54K 0.01%
649
247
$54K 0.01%
1,456
+1,442
248
$50K 0.01%
668
-232
249
$50K 0.01%
508
+11
250
$49K 0.01%
168
8 9
10
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