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
401
$14K ﹤0.01%
513
402
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115
403
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600
404
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59
405
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99
406
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44
407
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277
+31
408
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1,400
409
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100
-91
410
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322
411
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103
412
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300
413
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414
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660
415
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72
416
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60
417
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1,009
-617
418
$14K ﹤0.01%
200
+59
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$13K ﹤0.01%
139
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692
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421
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44
+1
422
$13K ﹤0.01%
51
423
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403
424
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49
+2
425
$13K ﹤0.01%
96
+15
15 16
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