PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
+$5.56M
2
+$4.03M
3
+$1.89M
4
XOM icon
Exxon Mobil
XOM
+$1.32M
5
CVX icon
Chevron
CVX
+$1.17M

Top Sells

1
+$6.05M
2
+$4.05M
3
+$1.79M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.72M
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%
22
760
$2K ﹤0.01%
5
761
$2K ﹤0.01%
15
+8
762
$2K ﹤0.01%
21
763
$2K ﹤0.01%
+40
764
$2K ﹤0.01%
7
765
$2K ﹤0.01%
19
+7
766
$2K ﹤0.01%
22
767
$2K ﹤0.01%
71
768
$2K ﹤0.01%
45
769
$2K ﹤0.01%
15
770
$2K ﹤0.01%
24
771
$2K ﹤0.01%
87
772
$2K ﹤0.01%
30
773
$2K ﹤0.01%
6
-1
774
$2K ﹤0.01%
14
775
$2K ﹤0.01%
19
29 30
31
32 33