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
51
$759K 0.21%
2,038
+121
52
$749K 0.2%
2,124
-519
53
$667K 0.18%
7,173
-782
54
$652K 0.18%
2,907
-34
55
$640K 0.18%
3,089
56
$636K 0.17%
2,622
+102
57
$618K 0.17%
3,368
+91
58
$599K 0.16%
2,465
-143
59
$580K 0.16%
2,590
-43
60
$571K 0.16%
5,596
-1,300
61
$560K 0.15%
1,713
+910
62
$546K 0.15%
5,558
+1,000
63
$523K 0.14%
39,160
-1,080
64
$517K 0.14%
1,398
+24
65
$491K 0.13%
7,011
+61
66
$471K 0.13%
4,141
-1,032
67
$453K 0.12%
12,497
-410
68
$445K 0.12%
17,952
-639
69
$434K 0.12%
3,973
-2,044
70
$430K 0.12%
3,640
-103
71
$417K 0.11%
3,479
+291
72
$396K 0.11%
7,475
+6,305
73
$395K 0.11%
5,711
74
$378K 0.1%
11,468
+349
75
$369K 0.1%
16,935
-1,155
1 2
3
4 5