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
401
$14K ﹤0.01%
115
402
$14K ﹤0.01%
600
403
$14K ﹤0.01%
660
404
$14K ﹤0.01%
72
405
$14K ﹤0.01%
60
406
$14K ﹤0.01%
1,009
-617
407
$14K ﹤0.01%
59
408
$14K ﹤0.01%
99
409
$14K ﹤0.01%
44
410
$14K ﹤0.01%
277
+31
411
$14K ﹤0.01%
1,400
412
$14K ﹤0.01%
100
-91
413
$14K ﹤0.01%
322
414
$14K ﹤0.01%
103
415
$14K ﹤0.01%
300
416
$14K ﹤0.01%
69
417
$14K ﹤0.01%
157
+6
418
$14K ﹤0.01%
200
+59
419
$13K ﹤0.01%
44
+1
420
$13K ﹤0.01%
503
421
$13K ﹤0.01%
218
-2,565
422
$13K ﹤0.01%
109
423
$13K ﹤0.01%
112
424
$13K ﹤0.01%
281
-6,206
425
$13K ﹤0.01%
357
15 16
17
18 19