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
451
$12K ﹤0.01%
185
452
$12K ﹤0.01%
99
453
$12K ﹤0.01%
+16
454
$12K ﹤0.01%
670
455
$12K ﹤0.01%
279
456
$12K ﹤0.01%
176
457
$11K ﹤0.01%
653
458
$11K ﹤0.01%
543
-34
459
$11K ﹤0.01%
120
+12
460
$11K ﹤0.01%
136
461
$11K ﹤0.01%
1,447
462
$11K ﹤0.01%
221
+200
463
$11K ﹤0.01%
194
+91
464
$11K ﹤0.01%
207
465
$11K ﹤0.01%
253
466
$11K ﹤0.01%
307
467
$11K ﹤0.01%
1,000
468
$11K ﹤0.01%
727
469
$11K ﹤0.01%
+158
470
$11K ﹤0.01%
305
471
$11K ﹤0.01%
208
472
$11K ﹤0.01%
173
473
$10K ﹤0.01%
324
-249
474
$10K ﹤0.01%
139
475
$10K ﹤0.01%
37
17 18
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