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
826
$2K ﹤0.01%
10
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827
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48
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828
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+10
830
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7
831
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34
832
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36
-1
833
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834
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835
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+1
836
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30
837
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1
-1
838
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+42
839
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450
840
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18
841
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19
+11
842
$2K ﹤0.01%
32
843
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844
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15
845
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4
846
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21
847
$1K ﹤0.01%
16
848
$1K ﹤0.01%
46
849
$1K ﹤0.01%
25
850
$1K ﹤0.01%
+19
32 33
34
35 36