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
476
$10K ﹤0.01%
+18
477
$10K ﹤0.01%
1,730
478
$10K ﹤0.01%
230
479
$10K ﹤0.01%
33
480
$10K ﹤0.01%
139
481
$10K ﹤0.01%
62
-8
482
$10K ﹤0.01%
75
483
$10K ﹤0.01%
97
484
$10K ﹤0.01%
111
485
$10K ﹤0.01%
1,020
486
$10K ﹤0.01%
137
-140
487
$9K ﹤0.01%
94
488
$9K ﹤0.01%
37
489
$9K ﹤0.01%
106
490
$9K ﹤0.01%
38
491
$9K ﹤0.01%
250
492
$9K ﹤0.01%
176
493
$9K ﹤0.01%
248
494
$9K ﹤0.01%
309
-13
495
$9K ﹤0.01%
950
496
$9K ﹤0.01%
101
-3
497
$9K ﹤0.01%
81
498
$9K ﹤0.01%
78
499
$9K ﹤0.01%
92
-47
500
$9K ﹤0.01%
727
18 19
20
21 22