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
$366M
AUM Growth
+$817K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,071
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$4.2M
3
+$1.89M
4
XOM icon
Exxon Mobil
XOM
+$1.4M
5
CVX icon
Chevron
CVX
+$1.26M

Top Sells

1
+$6.09M
2
+$4.07M
3
+$1.85M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.31M

Sector Composition

1 Technology 7.63%
2 Consumer Staples 4.67%
3 Communication Services 3.59%
4 Healthcare 3.23%
5 Financials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$18K ﹤0.01%
213
377
$18K ﹤0.01%
1,802
378
$18K ﹤0.01%
198
379
$17K ﹤0.01%
125
380
$17K ﹤0.01%
288
-85
381
$17K ﹤0.01%
190
-11
382
$17K ﹤0.01%
247
+19
383
$17K ﹤0.01%
294
384
$17K ﹤0.01%
323
385
$17K ﹤0.01%
108
386
$16K ﹤0.01%
307
-3,410
387
$16K ﹤0.01%
73
+1
388
$16K ﹤0.01%
484
-78
389
$16K ﹤0.01%
465
+30
390
$16K ﹤0.01%
244
391
$16K ﹤0.01%
124
392
$16K ﹤0.01%
328
393
$16K ﹤0.01%
89
+22
394
$15K ﹤0.01%
144
395
$15K ﹤0.01%
200
396
$15K ﹤0.01%
500
397
$15K ﹤0.01%
54
-1
398
$15K ﹤0.01%
180
399
$15K ﹤0.01%
73
400
$14K ﹤0.01%
157
+6
14 15
16
17 18