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
751
$1.86K ﹤0.01%
189
752
$1.86K ﹤0.01%
12
-75
753
$1.86K ﹤0.01%
29
754
$1.85K ﹤0.01%
21
755
$1.83K ﹤0.01%
86
756
$1.82K ﹤0.01%
52
+32
757
$1.81K ﹤0.01%
64
+54
758
$1.81K ﹤0.01%
270
759
$1.81K ﹤0.01%
40
760
$1.8K ﹤0.01%
40
761
$1.79K ﹤0.01%
118
762
$1.78K ﹤0.01%
12
763
$1.75K ﹤0.01%
11
-14
764
$1.74K ﹤0.01%
8
765
$1.73K ﹤0.01%
114
766
$1.71K ﹤0.01%
7
767
$1.69K ﹤0.01%
14
768
$1.69K ﹤0.01%
13
769
$1.68K ﹤0.01%
39
770
$1.68K ﹤0.01%
21
771
$1.68K ﹤0.01%
4
772
$1.66K ﹤0.01%
24
773
$1.65K ﹤0.01%
11
774
$1.65K ﹤0.01%
106
775
$1.64K ﹤0.01%
7
29 30
31
32 33