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
476
$7.99K ﹤0.01%
132
-4
477
$7.92K ﹤0.01%
33
478
$7.91K ﹤0.01%
25
479
$7.9K ﹤0.01%
106
480
$7.64K ﹤0.01%
226
481
$7.62K ﹤0.01%
42
-1
482
$7.61K ﹤0.01%
46
483
$7.55K ﹤0.01%
867
484
$7.54K ﹤0.01%
76
485
$7.44K ﹤0.01%
188
486
$7.42K ﹤0.01%
28
-59
487
$7.38K ﹤0.01%
260
+16
488
$7.38K ﹤0.01%
100
-39
489
$7.36K ﹤0.01%
195
490
$7.34K ﹤0.01%
48
491
$7.29K ﹤0.01%
140
492
$7.24K ﹤0.01%
139
493
$7.22K ﹤0.01%
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494
$7.22K ﹤0.01%
140
495
$7.18K ﹤0.01%
183
496
$7.13K ﹤0.01%
92
497
$7.01K ﹤0.01%
160
498
$6.99K ﹤0.01%
22
499
$6.98K ﹤0.01%
52
500
$6.97K ﹤0.01%
66
18 19
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