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
$468M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$2.13M
3
+$1.68M
4
VTV icon
Vanguard Value ETF
VTV
+$1.67M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.57M

Top Sells

1
+$11.8M
2
+$2.19M
3
+$1.89M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.33M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.29M

Sector Composition

1 Technology 10.93%
2 Consumer Staples 4.86%
3 Communication Services 4.66%
4 Financials 3.93%
5 Healthcare 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$70.2K 0.02%
640
227
$67.7K 0.01%
136
228
$66.2K 0.01%
1,240
+18
229
$65.4K 0.01%
270
230
$64.2K 0.01%
486
231
$63.5K 0.01%
308
232
$61K 0.01%
116
-15
233
$59.6K 0.01%
406
234
$59.4K 0.01%
537
235
$57.1K 0.01%
90
-11
236
$56.9K 0.01%
1,057
237
$56.9K 0.01%
2,710
-341
238
$56.8K 0.01%
148
-843
239
$56.6K 0.01%
950
240
$56.1K 0.01%
1,842
+142
241
$55.1K 0.01%
500
242
$54.8K 0.01%
470
243
$54.5K 0.01%
262
+9
244
$52.8K 0.01%
223
245
$52.2K 0.01%
317
246
$51.1K 0.01%
507
-200
247
$49.2K 0.01%
750
248
$49K 0.01%
425
249
$48.8K 0.01%
486
250
$48.8K 0.01%
1,333
8 9
10
11 12