PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$817K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,071
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.03M
3
+$1.89M
4
XOM icon
Exxon Mobil
XOM
+$1.32M
5
CVX icon
Chevron
CVX
+$1.17M

Top Sells

1
+$6.05M
2
+$4.05M
3
+$1.79M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.72M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.31M

Sector Composition

1 Technology 7.63%
2 Consumer Staples 4.67%
3 Communication Services 3.59%
4 Healthcare 3.23%
5 Financials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4K ﹤0.01%
63
652
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47
-91
653
$4K ﹤0.01%
109
654
$4K ﹤0.01%
51
655
$4K ﹤0.01%
1,013
656
$4K ﹤0.01%
62
-2,478
657
$4K ﹤0.01%
288
658
$4K ﹤0.01%
100
659
$4K ﹤0.01%
1,145
+145
660
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205
661
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67
662
$4K ﹤0.01%
14
663
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18
-449
664
$4K ﹤0.01%
33
+8
665
$4K ﹤0.01%
15
+2
666
$4K ﹤0.01%
36
667
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30
668
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58
+52
669
$4K ﹤0.01%
45
670
$4K ﹤0.01%
97
671
$4K ﹤0.01%
102
672
$4K ﹤0.01%
62
673
$4K ﹤0.01%
411
674
$4K ﹤0.01%
27
+16
675
$4K ﹤0.01%
38
-27
25 26
27
28 29