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
576
$4.66K ﹤0.01%
39
-9
577
$4.66K ﹤0.01%
42
578
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579
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580
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11
+1
581
$4.55K ﹤0.01%
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582
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583
$4.5K ﹤0.01%
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584
$4.49K ﹤0.01%
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585
$4.48K ﹤0.01%
400
586
$4.45K ﹤0.01%
+168
587
$4.45K ﹤0.01%
278
588
$4.42K ﹤0.01%
72
589
$4.37K ﹤0.01%
194
590
$4.37K ﹤0.01%
26
591
$4.36K ﹤0.01%
75
592
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593
$4.25K ﹤0.01%
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594
$4.25K ﹤0.01%
174
595
$4.22K ﹤0.01%
445
596
$4.21K ﹤0.01%
36
597
$4.2K ﹤0.01%
117
598
$4.2K ﹤0.01%
21
599
$4.19K ﹤0.01%
9
600
$4.19K ﹤0.01%
84
22 23
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