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
$366M
AUM Growth
+$817K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,071
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$4.2M
3
+$1.89M
4
XOM icon
Exxon Mobil
XOM
+$1.4M
5
CVX icon
Chevron
CVX
+$1.26M

Top Sells

1
+$6.09M
2
+$4.07M
3
+$1.85M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.78M
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%
464
506
$9K ﹤0.01%
240
507
$9K ﹤0.01%
656
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
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514
$8K ﹤0.01%
97
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515
$8K ﹤0.01%
171
516
$8K ﹤0.01%
271
517
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176
518
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98
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519
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85
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520
$8K ﹤0.01%
210
521
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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
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