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
251
$48.6K 0.01%
188
-1,326
252
$47.6K 0.01%
600
253
$47.1K 0.01%
850
254
$46.9K 0.01%
293
255
$46.6K 0.01%
135
256
$46.6K 0.01%
511
-3
257
$46.5K 0.01%
1,450
258
$46.4K 0.01%
2,100
-840
259
$46.3K 0.01%
116
-10
260
$46K 0.01%
523
261
$45.9K 0.01%
440
-4
262
$45.3K 0.01%
1,298
263
$45.1K 0.01%
631
264
$44.5K 0.01%
527
-210
265
$44.3K 0.01%
200
266
$44.2K 0.01%
358
267
$43.3K 0.01%
920
268
$42.9K 0.01%
102
269
$42.4K 0.01%
2,173
270
$41.5K 0.01%
9
271
$41.1K 0.01%
1,685
272
$41K 0.01%
647
-226
273
$40.3K 0.01%
312
274
$40.2K 0.01%
182
275
$39.6K 0.01%
776
9 10
11
12 13