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
551
$5.3K ﹤0.01%
85
552
$5.29K ﹤0.01%
44
553
$5.29K ﹤0.01%
30
554
$5.17K ﹤0.01%
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555
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556
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557
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130
558
$4.98K ﹤0.01%
81
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$4.97K ﹤0.01%
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560
$4.96K ﹤0.01%
52
+23
561
$4.95K ﹤0.01%
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562
$4.89K ﹤0.01%
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563
$4.88K ﹤0.01%
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$4.87K ﹤0.01%
44
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$4.85K ﹤0.01%
100
566
$4.85K ﹤0.01%
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567
$4.79K ﹤0.01%
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$4.78K ﹤0.01%
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569
$4.77K ﹤0.01%
13
570
$4.74K ﹤0.01%
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571
$4.73K ﹤0.01%
24
572
$4.73K ﹤0.01%
661
573
$4.71K ﹤0.01%
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574
$4.7K ﹤0.01%
97
+3
575
$4.66K ﹤0.01%
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21 22
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24 25