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
$377M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.26M
3
+$824K
4
VUG icon
Vanguard Growth ETF
VUG
+$639K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$621K

Top Sells

1
+$7.15M
2
+$6.13M
3
+$1.5M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.24M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.08M

Sector Composition

1 Technology 8.21%
2 Consumer Staples 4.43%
3 Communication Services 3.74%
4 Healthcare 3.21%
5 Financials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K ﹤0.01%
277
-1,200
452
$11K ﹤0.01%
670
453
$11K ﹤0.01%
653
454
$11K ﹤0.01%
183
455
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58
+8
456
$11K ﹤0.01%
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-5
457
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52
458
$11K ﹤0.01%
263
+13
459
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137
+16
460
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205
461
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307
462
$11K ﹤0.01%
135
463
$11K ﹤0.01%
44
464
$11K ﹤0.01%
319
465
$11K ﹤0.01%
321
+37
466
$11K ﹤0.01%
221
467
$11K ﹤0.01%
33
468
$11K ﹤0.01%
194
469
$11K ﹤0.01%
+47
470
$11K ﹤0.01%
474
471
$11K ﹤0.01%
327
472
$11K ﹤0.01%
1,000
473
$11K ﹤0.01%
185
474
$11K ﹤0.01%
121
475
$11K ﹤0.01%
173
17 18
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