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
626
$3.58K ﹤0.01%
183
627
$3.56K ﹤0.01%
32
628
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6
629
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19
630
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631
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632
$3.49K ﹤0.01%
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-1
633
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635
$3.43K ﹤0.01%
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636
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637
$3.41K ﹤0.01%
288
638
$3.4K ﹤0.01%
56
639
$3.39K ﹤0.01%
12
640
$3.39K ﹤0.01%
97
-45
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$3.34K ﹤0.01%
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642
$3.32K ﹤0.01%
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643
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$3.3K ﹤0.01%
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$3.27K ﹤0.01%
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646
$3.17K ﹤0.01%
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647
$3.17K ﹤0.01%
27
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648
$3.16K ﹤0.01%
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-5
649
$3.15K ﹤0.01%
48
+2
650
$3.15K ﹤0.01%
46
24 25
26
27 28