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
501
$9K ﹤0.01%
241
502
$9K ﹤0.01%
140
503
$9K ﹤0.01%
1,020
504
$9K ﹤0.01%
68
505
$9K ﹤0.01%
361
-94
506
$9K ﹤0.01%
464
507
$9K ﹤0.01%
240
508
$8K ﹤0.01%
33
+13
509
$8K ﹤0.01%
95
-2,675
510
$8K ﹤0.01%
131
511
$8K ﹤0.01%
131
+7
512
$8K ﹤0.01%
75
513
$8K ﹤0.01%
810
+85
514
$8K ﹤0.01%
97
-30
515
$8K ﹤0.01%
171
516
$8K ﹤0.01%
271
517
$8K ﹤0.01%
176
518
$8K ﹤0.01%
98
+21
519
$8K ﹤0.01%
85
-3
520
$8K ﹤0.01%
210
521
$8K ﹤0.01%
42
+5
522
$8K ﹤0.01%
284
-2,204
523
$8K ﹤0.01%
322
+20
524
$8K ﹤0.01%
950
525
$8K ﹤0.01%
104
+37
19 20
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