PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
+$5.56M
2
+$4.03M
3
+$1.89M
4
XOM icon
Exxon Mobil
XOM
+$1.32M
5
CVX icon
Chevron
CVX
+$1.17M

Top Sells

1
+$6.05M
2
+$4.05M
3
+$1.79M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.72M
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
476
$10K ﹤0.01%
52
477
$10K ﹤0.01%
+250
478
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135
479
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38
480
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319
481
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84
+1
482
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29
-509
483
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327
485
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324
-249
486
$9K ﹤0.01%
656
487
$9K ﹤0.01%
94
488
$9K ﹤0.01%
17
+6
489
$9K ﹤0.01%
121
-19
490
$9K ﹤0.01%
205
491
$9K ﹤0.01%
106
492
$9K ﹤0.01%
339
493
$9K ﹤0.01%
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494
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495
$9K ﹤0.01%
1,730
-569
496
$9K ﹤0.01%
230
-139
497
$9K ﹤0.01%
81
498
$9K ﹤0.01%
819
499
$9K ﹤0.01%
111
500
$9K ﹤0.01%
73
+26
18 19
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