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

Top Sells

1
+$7.15M
2
+$6.13M
3
+$1.5M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.24M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.08M

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
626
$5K ﹤0.01%
20
627
$5K ﹤0.01%
150
628
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41
629
$5K ﹤0.01%
31
630
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23
+11
631
$5K ﹤0.01%
66
632
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+3
633
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1,013
634
$5K ﹤0.01%
100
635
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205
636
$5K ﹤0.01%
+195
637
$5K ﹤0.01%
67
638
$5K ﹤0.01%
+75
639
$5K ﹤0.01%
172
640
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34
-39
641
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232
+2
642
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95
643
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71
+21
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19
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645
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51
-18
646
$5K ﹤0.01%
107
647
$5K ﹤0.01%
13
648
$5K ﹤0.01%
12
649
$5K ﹤0.01%
33
650
$5K ﹤0.01%
27
24 25
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