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
301
$30K 0.01%
135
302
$30K 0.01%
753
+222
303
$30K 0.01%
697
304
$29K 0.01%
273
+47
305
$28K 0.01%
860
-10,595
306
$28K 0.01%
77
-20
307
$28K 0.01%
2,269
-116
308
$28K 0.01%
316
309
$28K 0.01%
200
310
$28K 0.01%
300
311
$27K 0.01%
816
312
$27K 0.01%
245
+31
313
$27K 0.01%
1,030
-89
314
$27K 0.01%
132
+1
315
$27K 0.01%
250
316
$27K 0.01%
108
-27
317
$26K 0.01%
1,800
318
$26K 0.01%
61
-2
319
$26K 0.01%
303
+5
320
$26K 0.01%
314
321
$26K 0.01%
436
-8
322
$26K 0.01%
400
-1,980
323
$26K 0.01%
440
324
$25K 0.01%
46
-7
325
$25K 0.01%
400
11 12
13
14 15