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
$183M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$716K
3
+$688K
4
XOM icon
Exxon Mobil
XOM
+$408K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$402K

Top Sells

1
+$2.31M
2
+$683K
3
+$297K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$275K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$259K

Sector Composition

1 Technology 10.07%
2 Consumer Staples 7.52%
3 Healthcare 6.74%
4 Financials 5.34%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$628K 0.34%
9,380
+820
52
$621K 0.34%
11,554
-213
53
$606K 0.33%
2,675
54
$575K 0.31%
1,955
+348
55
$558K 0.31%
26,140
-50
56
$552K 0.3%
3,786
+650
57
$535K 0.29%
2,607
-720
58
$534K 0.29%
7,742
59
$527K 0.29%
8,588
+1
60
$513K 0.28%
18,721
-512
61
$513K 0.28%
7,968
-20
62
$497K 0.27%
5,247
-14
63
$473K 0.26%
7,205
+1
64
$470K 0.26%
24,828
+96
65
$458K 0.25%
3,666
66
$440K 0.24%
1,497
+367
67
$437K 0.24%
11,629
+1,388
68
$434K 0.24%
3,174
-115
69
$433K 0.24%
31,687
-579
70
$423K 0.23%
2,600
-650
71
$394K 0.22%
3,135
72
$393K 0.22%
1,990
+52
73
$392K 0.21%
9,352
+50
74
$392K 0.21%
11,232
-60
75
$390K 0.21%
1,316
-16
1 2
3
4 5