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
26
$2.57M 0.7%
77,585
+1,651
27
$2.56M 0.7%
17,017
+436
28
$2.23M 0.61%
12,108
+265
29
$2.22M 0.61%
30,157
-580
30
$2.16M 0.59%
7,321
-222
31
$2.14M 0.59%
132,032
-2,112
32
$1.89M 0.52%
+18,557
33
$1.82M 0.5%
8,578
+445
34
$1.54M 0.42%
33,930
+1,920
35
$1.49M 0.41%
4,884
-454
36
$1.44M 0.39%
9,489
+1,592
37
$1.38M 0.38%
35,735
+8,134
38
$1.35M 0.37%
12,931
+12,006
39
$1.22M 0.33%
6,485
+80
40
$1.21M 0.33%
35,452
-22,208
41
$1.14M 0.31%
21,870
+920
42
$1.1M 0.3%
17,411
+80
43
$1.02M 0.28%
7,518
+321
44
$1M 0.27%
2,109
+84
45
$990K 0.27%
17,017
-281
46
$956K 0.26%
17,676
-368
47
$928K 0.25%
15,410
48
$887K 0.24%
3,470
+1
49
$848K 0.23%
37,076
-1,594
50
$840K 0.23%
31,138
-9,278
1
2
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