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
$377M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.26M
3
+$824K
4
VUG icon
Vanguard Growth ETF
VUG
+$639K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$621K

Top Sells

1
+$7.15M
2
+$6.13M
3
+$1.5M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.24M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.08M

Sector Composition

1 Technology 8.21%
2 Consumer Staples 4.43%
3 Communication Services 3.74%
4 Healthcare 3.21%
5 Financials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$36K 0.01%
1,578
-42
277
$36K 0.01%
591
+377
278
$36K 0.01%
117
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279
$35K 0.01%
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280
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379
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281
$34K 0.01%
316
282
$34K 0.01%
403
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283
$34K 0.01%
380
284
$34K 0.01%
750
285
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253
286
$33K 0.01%
94
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287
$33K 0.01%
101
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288
$33K 0.01%
271
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289
$32K 0.01%
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290
$32K 0.01%
295
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291
$32K 0.01%
432
292
$31K 0.01%
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293
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294
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296
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297
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424
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298
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460
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299
$30K 0.01%
613
300
$30K 0.01%
373
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