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
501
$2K ﹤0.01%
31
+7
502
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+15
503
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34
504
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+13
505
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10
+9
506
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28
507
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116
+83
508
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200
509
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28
510
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35
+1
511
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351
512
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40
-18
513
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+19
514
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79
515
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+32
516
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14
-24
517
$2K ﹤0.01%
+87
518
$2K ﹤0.01%
24
519
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98
520
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32
521
$1K ﹤0.01%
48
522
$1K ﹤0.01%
+33
523
$1K ﹤0.01%
+150
524
$1K ﹤0.01%
20
-85
525
$1K ﹤0.01%
18
-13
19 20
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22 23