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
726
$2.15K ﹤0.01%
56
727
$2.15K ﹤0.01%
75
728
$2.14K ﹤0.01%
547
+259
729
$2.11K ﹤0.01%
48
730
$2.1K ﹤0.01%
6
-5
731
$2.09K ﹤0.01%
342
732
$2.04K ﹤0.01%
605
733
$2.04K ﹤0.01%
16
734
$2.03K ﹤0.01%
70
735
$2.02K ﹤0.01%
14
+10
736
$1.99K ﹤0.01%
10
737
$1.99K ﹤0.01%
15
738
$1.99K ﹤0.01%
6
739
$1.98K ﹤0.01%
23
740
$1.97K ﹤0.01%
50
-50
741
$1.97K ﹤0.01%
21
742
$1.97K ﹤0.01%
118
743
$1.94K ﹤0.01%
43
744
$1.93K ﹤0.01%
91
-13
745
$1.93K ﹤0.01%
11
746
$1.92K ﹤0.01%
104
747
$1.9K ﹤0.01%
10
748
$1.89K ﹤0.01%
+30
749
$1.89K ﹤0.01%
343
750
$1.89K ﹤0.01%
57
28 29
30
31 32