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
526
$8K ﹤0.01%
2,050
527
$8K ﹤0.01%
474
528
$8K ﹤0.01%
+200
529
$8K ﹤0.01%
78
+15
530
$8K ﹤0.01%
72
+8
531
$8K ﹤0.01%
310
532
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41
533
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534
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23
535
$8K ﹤0.01%
60
536
$8K ﹤0.01%
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537
$8K ﹤0.01%
50
-35
538
$8K ﹤0.01%
326
539
$7K ﹤0.01%
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540
$7K ﹤0.01%
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541
$7K ﹤0.01%
55
542
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22
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543
$7K ﹤0.01%
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$7K ﹤0.01%
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545
$7K ﹤0.01%
43
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546
$7K ﹤0.01%
53
-80
547
$7K ﹤0.01%
52
548
$7K ﹤0.01%
250
549
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138
-6
550
$7K ﹤0.01%
96
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