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
376
$7K ﹤0.01%
205
377
$7K ﹤0.01%
123
-21
378
$7K ﹤0.01%
118
379
$7K ﹤0.01%
48
380
$7K ﹤0.01%
+150
381
$7K ﹤0.01%
35
382
$7K ﹤0.01%
187
383
$7K ﹤0.01%
61
+20
384
$7K ﹤0.01%
76
385
$7K ﹤0.01%
158
386
$7K ﹤0.01%
33
387
$7K ﹤0.01%
75
388
$7K ﹤0.01%
103
389
$7K ﹤0.01%
112
390
$7K ﹤0.01%
160
-20
391
$7K ﹤0.01%
82
+3
392
$7K ﹤0.01%
31
393
$7K ﹤0.01%
73
394
$7K ﹤0.01%
69
395
$7K ﹤0.01%
88
396
$7K ﹤0.01%
68
397
$7K ﹤0.01%
60
+33
398
$6K ﹤0.01%
37
399
$6K ﹤0.01%
12
400
$6K ﹤0.01%
13
+1
14 15
16
17 18