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
251
$48K 0.01%
1,677
252
$48K 0.01%
718
253
$47K 0.01%
197
+1
254
$47K 0.01%
425
-729
255
$47K 0.01%
800
-1,378
256
$46K 0.01%
850
-1,469
257
$46K 0.01%
1,046
258
$46K 0.01%
1,943
259
$46K 0.01%
1,074
260
$45K 0.01%
2,557
+2,480
261
$44K 0.01%
953
262
$44K 0.01%
1,285
263
$44K 0.01%
711
-65,804
264
$43K 0.01%
480
265
$43K 0.01%
447
266
$42K 0.01%
151
-4,140
267
$42K 0.01%
167
+11
268
$42K 0.01%
850
269
$41K 0.01%
516
-58
270
$41K 0.01%
290
+22
271
$40K 0.01%
240
-5
272
$40K 0.01%
442
-64
273
$39K 0.01%
1,083
+260
274
$39K 0.01%
102
275
$39K 0.01%
1,620
+75
9 10
11
12 13