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
$183M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$716K
3
+$688K
4
XOM icon
Exxon Mobil
XOM
+$408K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$402K

Top Sells

1
+$2.31M
2
+$683K
3
+$297K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$275K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$259K

Sector Composition

1 Technology 10.07%
2 Consumer Staples 7.52%
3 Healthcare 6.74%
4 Financials 5.34%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10K 0.01%
464
352
$10K 0.01%
700
353
$9K ﹤0.01%
76
354
$9K ﹤0.01%
200
355
$9K ﹤0.01%
+8
356
$9K ﹤0.01%
1,400
357
$9K ﹤0.01%
65
-4
358
$9K ﹤0.01%
206
+48
359
$9K ﹤0.01%
300
360
$9K ﹤0.01%
150
361
$9K ﹤0.01%
+36
362
$9K ﹤0.01%
60
363
$8K ﹤0.01%
158
+46
364
$8K ﹤0.01%
100
-3
365
$8K ﹤0.01%
239
366
$8K ﹤0.01%
202
367
$8K ﹤0.01%
950
368
$8K ﹤0.01%
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369
$8K ﹤0.01%
125
370
$8K ﹤0.01%
230
371
$8K ﹤0.01%
200
372
$8K ﹤0.01%
300
373
$8K ﹤0.01%
100
374
$7K ﹤0.01%
123
-21
375
$7K ﹤0.01%
118
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