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
526
$1K ﹤0.01%
33
+24
527
$1K ﹤0.01%
137
528
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21
529
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3
530
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+3
531
$1K ﹤0.01%
1
-2
532
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+73
533
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48
534
$1K ﹤0.01%
+33
535
$1K ﹤0.01%
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536
$1K ﹤0.01%
20
-85
537
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7
-8
539
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540
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+10
541
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81
-28
542
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543
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544
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108
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545
$1K ﹤0.01%
11
546
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19
+12
547
$1K ﹤0.01%
38
548
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24
549
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13
-12
550
$1K ﹤0.01%
+1,000
20 21
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23 24