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
676
$2.77K ﹤0.01%
2
677
$2.75K ﹤0.01%
500
678
$2.75K ﹤0.01%
334
+203
679
$2.74K ﹤0.01%
36
680
$2.73K ﹤0.01%
64
681
$2.71K ﹤0.01%
86
682
$2.7K ﹤0.01%
300
683
$2.69K ﹤0.01%
21
-10
684
$2.68K ﹤0.01%
85
685
$2.66K ﹤0.01%
10
+3
686
$2.65K ﹤0.01%
131
687
$2.64K ﹤0.01%
28
688
$2.64K ﹤0.01%
84
689
$2.63K ﹤0.01%
41
690
$2.63K ﹤0.01%
10
691
$2.62K ﹤0.01%
166
692
$2.62K ﹤0.01%
33
-3
693
$2.6K ﹤0.01%
9
694
$2.59K ﹤0.01%
64
695
$2.51K ﹤0.01%
50
-100
696
$2.5K ﹤0.01%
170
697
$2.47K ﹤0.01%
12
698
$2.47K ﹤0.01%
8
699
$2.46K ﹤0.01%
85
700
$2.44K ﹤0.01%
25
26 27
28
29 30