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
326
$23.6K 0.01%
326
327
$23.5K 0.01%
374
-46
328
$23.4K 0.01%
87
329
$22.9K ﹤0.01%
278
-51
330
$22.8K ﹤0.01%
374
331
$22.7K ﹤0.01%
62
332
$22.7K ﹤0.01%
999
-98
333
$22.4K ﹤0.01%
244
+6
334
$22.4K ﹤0.01%
126
335
$21.4K ﹤0.01%
136
+17
336
$21.4K ﹤0.01%
144
337
$21.4K ﹤0.01%
224
338
$20.3K ﹤0.01%
159
-60
339
$20.3K ﹤0.01%
118
340
$20.2K ﹤0.01%
360
+246
341
$20.1K ﹤0.01%
184
+15
342
$19.9K ﹤0.01%
1,050
343
$19.8K ﹤0.01%
177
344
$19.2K ﹤0.01%
1,033
+16
345
$19.2K ﹤0.01%
136
346
$19.2K ﹤0.01%
52
347
$19.1K ﹤0.01%
236
348
$19.1K ﹤0.01%
72
+3
349
$19K ﹤0.01%
82
350
$18.9K ﹤0.01%
97
12 13
14
15 16