PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
+$5.56M
2
+$4.03M
3
+$1.89M
4
XOM icon
Exxon Mobil
XOM
+$1.32M
5
CVX icon
Chevron
CVX
+$1.17M

Top Sells

1
+$6.05M
2
+$4.05M
3
+$1.79M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.72M
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%
54
-1
395
$15K ﹤0.01%
180
396
$15K ﹤0.01%
144
397
$15K ﹤0.01%
200
398
$15K ﹤0.01%
500
399
$15K ﹤0.01%
73
400
$14K ﹤0.01%
513
14 15
16
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