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
$183M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$716K
3
+$688K
4
XOM icon
Exxon Mobil
XOM
+$408K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$402K

Top Sells

1
+$2.31M
2
+$683K
3
+$297K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$275K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$259K

Sector Composition

1 Technology 10.07%
2 Consumer Staples 7.52%
3 Healthcare 6.74%
4 Financials 5.34%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
52
-4
452
$3K ﹤0.01%
84
+76
453
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45
+3
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251
455
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+500
456
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20
457
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24
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40
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460
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104
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32
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40
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467
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38
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468
$3K ﹤0.01%
+105
469
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470
$3K ﹤0.01%
500
471
$3K ﹤0.01%
40
+20
472
$3K ﹤0.01%
109
473
$3K ﹤0.01%
27
474
$3K ﹤0.01%
69
475
$3K ﹤0.01%
56
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