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
826
$2K ﹤0.01%
56
827
$2K ﹤0.01%
27
828
$2K ﹤0.01%
25
829
$2K ﹤0.01%
62
830
$2K ﹤0.01%
+4
831
$2K ﹤0.01%
48
832
$2K ﹤0.01%
5
-11
833
$2K ﹤0.01%
7
834
$2K ﹤0.01%
34
835
$2K ﹤0.01%
31
-52
836
$2K ﹤0.01%
12
837
$2K ﹤0.01%
40
-200
838
$2K ﹤0.01%
39
839
$2K ﹤0.01%
43
840
$2K ﹤0.01%
113
841
$2K ﹤0.01%
30
842
$2K ﹤0.01%
1
843
$2K ﹤0.01%
450
844
$2K ﹤0.01%
35
845
$2K ﹤0.01%
18
846
$2K ﹤0.01%
19
847
$2K ﹤0.01%
32
848
$1K ﹤0.01%
49
849
$1K ﹤0.01%
75
850
$1K ﹤0.01%
11
32 33
34
35 36