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
401
$12.9K ﹤0.01%
35
402
$12.9K ﹤0.01%
176
403
$12.9K ﹤0.01%
7
-2
404
$12.7K ﹤0.01%
50
405
$12.2K ﹤0.01%
48
406
$12K ﹤0.01%
100
407
$12K ﹤0.01%
195
+40
408
$12K ﹤0.01%
153
409
$11.9K ﹤0.01%
306
410
$11.8K ﹤0.01%
138
411
$11.6K ﹤0.01%
274
412
$11.5K ﹤0.01%
153
+39
413
$11.4K ﹤0.01%
198
414
$11.4K ﹤0.01%
78
415
$11.3K ﹤0.01%
445
416
$11.2K ﹤0.01%
193
+8
417
$11.2K ﹤0.01%
381
418
$11.2K ﹤0.01%
48
419
$11K ﹤0.01%
241
420
$11K ﹤0.01%
271
-76
421
$10.9K ﹤0.01%
182
-54
422
$10.9K ﹤0.01%
204
+8
423
$10.9K ﹤0.01%
11
424
$10.9K ﹤0.01%
356
-25
425
$10.8K ﹤0.01%
55
15 16
17
18 19