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
451
$9.2K ﹤0.01%
143
452
$9.18K ﹤0.01%
45
+20
453
$9.14K ﹤0.01%
135
454
$9.09K ﹤0.01%
121
-2
455
$9.09K ﹤0.01%
19
456
$9.07K ﹤0.01%
310
457
$9K ﹤0.01%
109
+13
458
$8.86K ﹤0.01%
100
459
$8.74K ﹤0.01%
240
460
$8.71K ﹤0.01%
1,123
461
$8.7K ﹤0.01%
59
-8
462
$8.7K ﹤0.01%
312
+15
463
$8.67K ﹤0.01%
172
464
$8.6K ﹤0.01%
41
465
$8.58K ﹤0.01%
47
466
$8.53K ﹤0.01%
336
-20
467
$8.44K ﹤0.01%
800
468
$8.35K ﹤0.01%
1,447
469
$8.25K ﹤0.01%
89
470
$8.23K ﹤0.01%
100
471
$8.19K ﹤0.01%
307
472
$8.15K ﹤0.01%
105
473
$8.07K ﹤0.01%
85
474
$8.06K ﹤0.01%
178
475
$7.99K ﹤0.01%
50
+20
17 18
19
20 21