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
$377M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1 +$6.58M
2 +$6.26M
3 +$824K
4
VUG icon
Vanguard Growth ETF
VUG
+$639K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$621K

Sector Composition

1 Technology 8.21%
2 Consumer Staples 4.43%
3 Communication Services 3.74%
4 Healthcare 3.21%
5 Financials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$6K ﹤0.01%
35
-17
577
$6K ﹤0.01%
67
578
$6K ﹤0.01%
400
579
$6K ﹤0.01%
48
580
$6K ﹤0.01%
28
581
$6K ﹤0.01%
11
582
$6K ﹤0.01%
129
583
$6K ﹤0.01%
161
584
$6K ﹤0.01%
77
585
$6K ﹤0.01%
38
586
$6K ﹤0.01%
136
587
$6K ﹤0.01%
+58
588
$6K ﹤0.01%
157
589
$6K ﹤0.01%
55
590
$6K ﹤0.01%
162
591
$6K ﹤0.01%
605
592
$6K ﹤0.01%
55
593
$6K ﹤0.01%
50
594
$6K ﹤0.01%
29
595
$6K ﹤0.01%
51
596
$6K ﹤0.01%
41
597
$6K ﹤0.01%
76
598
$6K ﹤0.01%
445
599
$6K ﹤0.01%
78
600
$6K ﹤0.01%
25