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
801
$1.34K ﹤0.01%
23
-6
802
$1.33K ﹤0.01%
29
803
$1.33K ﹤0.01%
31
+23
804
$1.32K ﹤0.01%
93
805
$1.31K ﹤0.01%
46
806
$1.3K ﹤0.01%
20
807
$1.3K ﹤0.01%
30
808
$1.29K ﹤0.01%
23
809
$1.29K ﹤0.01%
22
810
$1.28K ﹤0.01%
61
811
$1.28K ﹤0.01%
11
812
$1.27K ﹤0.01%
25
813
$1.27K ﹤0.01%
12
814
$1.27K ﹤0.01%
84
+59
815
$1.26K ﹤0.01%
66
816
$1.26K ﹤0.01%
10
817
$1.25K ﹤0.01%
19
818
$1.24K ﹤0.01%
+4
819
$1.24K ﹤0.01%
+42
820
$1.24K ﹤0.01%
17
-70
821
$1.23K ﹤0.01%
110
822
$1.23K ﹤0.01%
+18
823
$1.23K ﹤0.01%
115
824
$1.22K ﹤0.01%
+62
825
$1.22K ﹤0.01%
31
31 32
33
34 35