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
751
$3K ﹤0.01%
260
-265
752
$3K ﹤0.01%
113
753
$3K ﹤0.01%
101
754
$3K ﹤0.01%
423
755
$3K ﹤0.01%
35
+4
756
$3K ﹤0.01%
13
757
$3K ﹤0.01%
76
758
$3K ﹤0.01%
13
759
$2K ﹤0.01%
116
760
$2K ﹤0.01%
22
761
$2K ﹤0.01%
5
762
$2K ﹤0.01%
15
+8
763
$2K ﹤0.01%
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764
$2K ﹤0.01%
+40
765
$2K ﹤0.01%
7
766
$2K ﹤0.01%
19
+7
767
$2K ﹤0.01%
22
768
$2K ﹤0.01%
71
769
$2K ﹤0.01%
45
770
$2K ﹤0.01%
15
771
$2K ﹤0.01%
24
772
$2K ﹤0.01%
87
773
$2K ﹤0.01%
30
774
$2K ﹤0.01%
6
-1
775
$2K ﹤0.01%
14
29 30
31
32 33