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
551
$7K ﹤0.01%
246
-28
552
$7K ﹤0.01%
369
553
$7K ﹤0.01%
160
554
$7K ﹤0.01%
161
555
$7K ﹤0.01%
184
+9
556
$7K ﹤0.01%
77
557
$7K ﹤0.01%
605
558
$7K ﹤0.01%
+52
559
$7K ﹤0.01%
29
560
$7K ﹤0.01%
111
561
$7K ﹤0.01%
409
562
$7K ﹤0.01%
31
563
$7K ﹤0.01%
69
564
$7K ﹤0.01%
88
565
$7K ﹤0.01%
42
-1,095
566
$7K ﹤0.01%
+285
567
$7K ﹤0.01%
200
568
$6K ﹤0.01%
245
569
$6K ﹤0.01%
34
-11
570
$6K ﹤0.01%
89
571
$6K ﹤0.01%
96
572
$6K ﹤0.01%
+122
573
$6K ﹤0.01%
19
574
$6K ﹤0.01%
67
-7
575
$6K ﹤0.01%
77
-17
21 22
23
24 25