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
776
$1.64K ﹤0.01%
33
777
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30
778
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779
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53
780
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50
783
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784
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785
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51
786
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787
$1.55K ﹤0.01%
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788
$1.55K ﹤0.01%
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789
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23
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790
$1.5K ﹤0.01%
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791
$1.48K ﹤0.01%
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792
$1.48K ﹤0.01%
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793
$1.46K ﹤0.01%
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794
$1.43K ﹤0.01%
17
795
$1.42K ﹤0.01%
5
796
$1.39K ﹤0.01%
24
797
$1.39K ﹤0.01%
139
798
$1.39K ﹤0.01%
14
799
$1.37K ﹤0.01%
15
800
$1.34K ﹤0.01%
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