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
651
$3.13K ﹤0.01%
14
652
$3.13K ﹤0.01%
80
653
$3.13K ﹤0.01%
193
-28
654
$3.12K ﹤0.01%
100
655
$3.11K ﹤0.01%
73
656
$3.06K ﹤0.01%
112
657
$3.05K ﹤0.01%
415
658
$3.04K ﹤0.01%
275
659
$3.04K ﹤0.01%
102
660
$3.04K ﹤0.01%
7
661
$3.02K ﹤0.01%
168
662
$3.02K ﹤0.01%
42
663
$3.01K ﹤0.01%
102
664
$2.98K ﹤0.01%
33
-1
665
$2.96K ﹤0.01%
135
666
$2.94K ﹤0.01%
263
+213
667
$2.94K ﹤0.01%
84
668
$2.91K ﹤0.01%
5
669
$2.91K ﹤0.01%
60
670
$2.91K ﹤0.01%
25
671
$2.87K ﹤0.01%
34
672
$2.87K ﹤0.01%
30
673
$2.85K ﹤0.01%
108
-2
674
$2.84K ﹤0.01%
118
-15
675
$2.84K ﹤0.01%
117
+17
25 26
27
28 29