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
26
$1.23M 0.67%
11,167
-2,345
27
$1.22M 0.67%
26,797
+1,781
28
$1.19M 0.65%
8,524
+2
29
$1.09M 0.59%
16,922
+255
30
$1.07M 0.59%
6,091
-123
31
$1.05M 0.57%
26,412
-198
32
$1.02M 0.56%
17,311
-18
33
$962K 0.53%
2,919
+58
34
$957K 0.52%
12,552
-46
35
$933K 0.51%
5,470
-19
36
$881K 0.48%
4,035
+768
37
$878K 0.48%
2,940
-17
38
$843K 0.46%
5,826
+505
39
$838K 0.46%
4,459
+192
40
$744K 0.41%
13,595
+28
41
$741K 0.41%
9,273
-7
42
$734K 0.4%
23,395
+2,343
43
$724K 0.4%
24,531
-2,256
44
$723K 0.4%
24,976
45
$716K 0.39%
+8,888
46
$708K 0.39%
16,510
+1,071
47
$697K 0.38%
3,907
-121
48
$672K 0.37%
18,076
-302
49
$639K 0.35%
11,208
-408
50
$636K 0.35%
1,632
-46
1
2
3 4 5