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
426
$10.8K ﹤0.01%
52
427
$10.8K ﹤0.01%
59
428
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61
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$10.7K ﹤0.01%
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430
$10.7K ﹤0.01%
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+17
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432
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433
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434
$10.4K ﹤0.01%
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435
$10.4K ﹤0.01%
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436
$10.4K ﹤0.01%
547
-884
437
$10.3K ﹤0.01%
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438
$10.3K ﹤0.01%
213
439
$10.3K ﹤0.01%
1,234
440
$10.2K ﹤0.01%
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441
$10.2K ﹤0.01%
127
442
$9.88K ﹤0.01%
66
443
$9.77K ﹤0.01%
569
444
$9.69K ﹤0.01%
37
445
$9.62K ﹤0.01%
56
+1
446
$9.58K ﹤0.01%
51
447
$9.48K ﹤0.01%
56
448
$9.37K ﹤0.01%
74
449
$9.26K ﹤0.01%
176
450
$9.23K ﹤0.01%
123
16 17
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