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
351
$18.7K ﹤0.01%
414
352
$18.6K ﹤0.01%
600
353
$18.6K ﹤0.01%
302
354
$18.4K ﹤0.01%
229
355
$18.3K ﹤0.01%
75
-2
356
$18.3K ﹤0.01%
52
+8
357
$18.2K ﹤0.01%
30
-25
358
$18.2K ﹤0.01%
250
359
$18.1K ﹤0.01%
1,808
360
$17.9K ﹤0.01%
90
361
$17.8K ﹤0.01%
1,843
362
$17.1K ﹤0.01%
311
363
$17.1K ﹤0.01%
207
364
$17K ﹤0.01%
85
-25
365
$17K ﹤0.01%
267
-50
366
$16.9K ﹤0.01%
176
367
$16.9K ﹤0.01%
154
368
$16.5K ﹤0.01%
49
369
$16.4K ﹤0.01%
451
370
$16.3K ﹤0.01%
272
371
$16.2K ﹤0.01%
127
372
$16.2K ﹤0.01%
147
373
$16.1K ﹤0.01%
172
374
$16K ﹤0.01%
331
375
$16K ﹤0.01%
70
+11
13 14
15
16 17