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
301
$31.1K 0.01%
1,400
302
$29.7K 0.01%
625
303
$29.5K 0.01%
69
304
$29.4K 0.01%
1,800
305
$29.1K 0.01%
335
+33
306
$29.1K 0.01%
163
307
$29K 0.01%
158
-305
308
$28.9K 0.01%
237
+2
309
$28.8K 0.01%
100
310
$28.8K 0.01%
298
-12
311
$28.2K 0.01%
429
312
$27.2K 0.01%
202
-3
313
$27K 0.01%
106
-60
314
$26.8K 0.01%
379
315
$26.7K 0.01%
96
-14
316
$26.7K 0.01%
7
317
$26.6K 0.01%
127
318
$26.4K 0.01%
420
319
$25.8K 0.01%
39
320
$25.7K 0.01%
160
-50
321
$24.9K 0.01%
846
322
$24.8K 0.01%
42
323
$24.5K 0.01%
1,451
324
$24.3K 0.01%
341
325
$23.8K 0.01%
579
11 12
13
14 15