PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
1-Year Return
12.41%
This Quarter Return
+2.57%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$366M
AUM Growth
+$817K
(+0.22%)
Cap. Flow
-$5.04M
Cap. Flow
% of AUM
-1.38%
Top 10 Holdings %
Top 10 Hldgs %
59.35%
Holding
1,071
New
44
Increased
226
Reduced
203
Closed
42
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
+$5.62M |
| 2 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$4.2M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$1.89M |
| 4 |
Exxon Mobil
XOM
|
+$1.4M |
| 5 |
Chevron
CVX
|
+$1.26M |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
+$6.09M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$4.07M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
+$1.85M |
| 4 |
First Trust Managed Municipal ETF
FMB
|
+$1.78M |
| 5 |
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% |
