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
$377M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.26M
3
+$824K
4
VUG icon
Vanguard Growth ETF
VUG
+$639K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$621K

Top Sells

1
+$7.15M
2
+$6.13M
3
+$1.5M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.24M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.08M

Sector Composition

1 Technology 8.21%
2 Consumer Staples 4.43%
3 Communication Services 3.74%
4 Healthcare 3.21%
5 Financials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
46
752
$3K ﹤0.01%
35
753
$3K ﹤0.01%
15
+5
754
$3K ﹤0.01%
18
755
$3K ﹤0.01%
57
756
$3K ﹤0.01%
62
757
$3K ﹤0.01%
260
758
$3K ﹤0.01%
10
759
$3K ﹤0.01%
36
760
$3K ﹤0.01%
423
761
$3K ﹤0.01%
64
+22
762
$3K ﹤0.01%
76
763
$3K ﹤0.01%
13
764
$2K ﹤0.01%
3
765
$2K ﹤0.01%
25
766
$2K ﹤0.01%
10
767
$2K ﹤0.01%
174
-50
768
$2K ﹤0.01%
43
769
$2K ﹤0.01%
14
770
$2K ﹤0.01%
100
771
$2K ﹤0.01%
22
772
$2K ﹤0.01%
77
-2,480
773
$2K ﹤0.01%
280
774
$2K ﹤0.01%
9
+6
775
$2K ﹤0.01%
21
29 30
31
32 33