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
276
$38K 0.01%
466
-4
277
$38K 0.01%
316
+60
278
$38K 0.01%
614
+95
279
$37K 0.01%
172
280
$37K 0.01%
229
+63
281
$37K 0.01%
668
+200
282
$36K 0.01%
790
+40
283
$35K 0.01%
700
284
$35K 0.01%
46
+5
285
$35K 0.01%
98
286
$35K 0.01%
750
287
$34K 0.01%
160
+12
288
$34K 0.01%
253
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289
$32K 0.01%
313
-57
290
$32K 0.01%
239
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$32K 0.01%
414
292
$32K 0.01%
522
+415
293
$32K 0.01%
380
-300
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$32K 0.01%
432
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$32K 0.01%
149
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$31K 0.01%
500
297
$31K 0.01%
486
-5,219
298
$31K 0.01%
74
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299
$31K 0.01%
61
-18
300
$30K 0.01%
613
10 11
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