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
426
$13K ﹤0.01%
503
427
$13K ﹤0.01%
1,090
-12,825
428
$13K ﹤0.01%
109
429
$13K ﹤0.01%
112
430
$13K ﹤0.01%
281
-6,206
431
$13K ﹤0.01%
357
432
$13K ﹤0.01%
374
433
$13K ﹤0.01%
108
-18
434
$13K ﹤0.01%
151
-92
435
$13K ﹤0.01%
302
+74
436
$12K ﹤0.01%
214
437
$12K ﹤0.01%
95
438
$12K ﹤0.01%
250
-59
439
$12K ﹤0.01%
351
440
$12K ﹤0.01%
1,123
441
$12K ﹤0.01%
113
+79
442
$12K ﹤0.01%
91
+5
443
$12K ﹤0.01%
180
444
$12K ﹤0.01%
25
+16
445
$12K ﹤0.01%
193
446
$12K ﹤0.01%
33
447
$12K ﹤0.01%
248
+61
448
$12K ﹤0.01%
50
449
$12K ﹤0.01%
73
+14
450
$12K ﹤0.01%
45
-4
16 17
18
19 20