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
501
$6.96K ﹤0.01%
80
502
$6.88K ﹤0.01%
735
503
$6.88K ﹤0.01%
106
+6
504
$6.84K ﹤0.01%
30
505
$6.71K ﹤0.01%
45
+15
506
$6.7K ﹤0.01%
92
-34
507
$6.67K ﹤0.01%
253
508
$6.63K ﹤0.01%
68
509
$6.55K ﹤0.01%
22
510
$6.51K ﹤0.01%
524
-40
511
$6.4K ﹤0.01%
11
512
$6.37K ﹤0.01%
360
513
$6.36K ﹤0.01%
50
514
$6.33K ﹤0.01%
175
515
$6.24K ﹤0.01%
181
+14
516
$6.22K ﹤0.01%
46
517
$6.22K ﹤0.01%
77
-8
518
$6.2K ﹤0.01%
295
+95
519
$6.15K ﹤0.01%
+106
520
$6.12K ﹤0.01%
70
521
$6.11K ﹤0.01%
27
522
$6.05K ﹤0.01%
11
-60
523
$5.95K ﹤0.01%
300
524
$5.93K ﹤0.01%
78
525
$5.91K ﹤0.01%
56
19 20
21
22 23