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
$366M
AUM Growth
+$817K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,071
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$4.2M
3
+$1.89M
4
XOM icon
Exxon Mobil
XOM
+$1.4M
5
CVX icon
Chevron
CVX
+$1.26M

Top Sells

1
+$6.09M
2
+$4.07M
3
+$1.85M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.78M
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
701
$4K ﹤0.01%
14
702
$4K ﹤0.01%
71
703
$3K ﹤0.01%
67
704
$3K ﹤0.01%
23
705
$3K ﹤0.01%
176
+128
706
$3K ﹤0.01%
100
707
$3K ﹤0.01%
+19
708
$3K ﹤0.01%
13
709
$3K ﹤0.01%
42
710
$3K ﹤0.01%
41
711
$3K ﹤0.01%
30
712
$3K ﹤0.01%
+156
713
$3K ﹤0.01%
168
+110
714
$3K ﹤0.01%
22
715
$3K ﹤0.01%
30
716
$3K ﹤0.01%
22
+9
717
$3K ﹤0.01%
47
718
$3K ﹤0.01%
57
719
$3K ﹤0.01%
6
720
$3K ﹤0.01%
72
721
$3K ﹤0.01%
15
722
$3K ﹤0.01%
9
-11
723
$3K ﹤0.01%
8
724
$3K ﹤0.01%
27
725
$3K ﹤0.01%
75
27 28
29
30 31