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
376
$16K ﹤0.01%
290
377
$15.5K ﹤0.01%
32
378
$15.4K ﹤0.01%
111
379
$15.3K ﹤0.01%
429
+51
380
$15.3K ﹤0.01%
100
381
$15K ﹤0.01%
368
-42
382
$14.7K ﹤0.01%
200
383
$14.6K ﹤0.01%
43
384
$14.6K ﹤0.01%
244
385
$14.6K ﹤0.01%
575
386
$14.4K ﹤0.01%
218
-14
387
$14.3K ﹤0.01%
47
-155
388
$14.3K ﹤0.01%
549
-75
389
$14.2K ﹤0.01%
143
+17
390
$14.2K ﹤0.01%
185
391
$13.7K ﹤0.01%
121
-6
392
$13.7K ﹤0.01%
879
393
$13.6K ﹤0.01%
148
394
$13.5K ﹤0.01%
112
395
$13.3K ﹤0.01%
78
396
$13.2K ﹤0.01%
200
397
$13.2K ﹤0.01%
124
398
$13.2K ﹤0.01%
461
399
$13.1K ﹤0.01%
346
-14
400
$13.1K ﹤0.01%
344
14 15
16
17 18