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
251
$28K 0.02%
401
+66
252
$28K 0.02%
159
253
$28K 0.02%
650
254
$28K 0.02%
1,423
255
$27K 0.01%
500
256
$27K 0.01%
1,100
-394
257
$26K 0.01%
154
+14
258
$26K 0.01%
138
259
$26K 0.01%
1,265
260
$26K 0.01%
314
261
$26K 0.01%
256
262
$26K 0.01%
303
+31
263
$25K 0.01%
286
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264
$25K 0.01%
174
265
$25K 0.01%
256
266
$25K 0.01%
447
267
$24K 0.01%
200
268
$24K 0.01%
125
269
$24K 0.01%
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270
$23K 0.01%
108
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272
$23K 0.01%
218
273
$23K 0.01%
200
274
$23K 0.01%
1,800
275
$23K 0.01%
200
9 10
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