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
601
$4.18K ﹤0.01%
40
602
$4.16K ﹤0.01%
506
+18
603
$4.15K ﹤0.01%
24
604
$4.13K ﹤0.01%
22
605
$4.1K ﹤0.01%
43
606
$4.01K ﹤0.01%
130
607
$4K ﹤0.01%
82
608
$4K ﹤0.01%
107
+12
609
$3.97K ﹤0.01%
17
610
$3.91K ﹤0.01%
75
611
$3.86K ﹤0.01%
9
612
$3.86K ﹤0.01%
42
613
$3.82K ﹤0.01%
18
+2
614
$3.8K ﹤0.01%
7
-2
615
$3.79K ﹤0.01%
24
616
$3.78K ﹤0.01%
21
+10
617
$3.78K ﹤0.01%
74
618
$3.71K ﹤0.01%
2
619
$3.7K ﹤0.01%
+120
620
$3.68K ﹤0.01%
933
621
$3.64K ﹤0.01%
27
622
$3.62K ﹤0.01%
64
623
$3.62K ﹤0.01%
56
624
$3.59K ﹤0.01%
40
625
$3.59K ﹤0.01%
103
-7,860
23 24
25
26 27