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
401
$6K ﹤0.01%
33
402
$6K ﹤0.01%
400
403
$6K ﹤0.01%
+271
404
$6K ﹤0.01%
275
405
$6K ﹤0.01%
25
406
$6K ﹤0.01%
143
407
$6K ﹤0.01%
91
-1
408
$6K ﹤0.01%
113
409
$6K ﹤0.01%
46
410
$6K ﹤0.01%
175
-14
411
$6K ﹤0.01%
57
+1
412
$6K ﹤0.01%
67
413
$6K ﹤0.01%
76
414
$6K ﹤0.01%
30
+26
415
$6K ﹤0.01%
98
416
$6K ﹤0.01%
44
-2
417
$5K ﹤0.01%
500
418
$5K ﹤0.01%
650
419
$5K ﹤0.01%
740
420
$5K ﹤0.01%
97
421
$5K ﹤0.01%
135
422
$5K ﹤0.01%
132
423
$5K ﹤0.01%
33
+4
424
$5K ﹤0.01%
605
425
$5K ﹤0.01%
120
-1,370
15 16
17
18 19