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
826
$1.22K ﹤0.01%
160
827
$1.21K ﹤0.01%
63
+35
828
$1.21K ﹤0.01%
7
829
$1.18K ﹤0.01%
1
830
$1.18K ﹤0.01%
+38
831
$1.18K ﹤0.01%
12
832
$1.13K ﹤0.01%
5
833
$1.12K ﹤0.01%
15
834
$1.11K ﹤0.01%
80
+32
835
$1.1K ﹤0.01%
16
836
$1.1K ﹤0.01%
18
837
$1.09K ﹤0.01%
3
838
$1.07K ﹤0.01%
241
839
$1.07K ﹤0.01%
17
840
$1.06K ﹤0.01%
78
-41
841
$1.05K ﹤0.01%
+47
842
$1.04K ﹤0.01%
138
+37
843
$1.04K ﹤0.01%
19
844
$1.04K ﹤0.01%
19
845
$1.03K ﹤0.01%
+34
846
$1.03K ﹤0.01%
17
847
$1.03K ﹤0.01%
10
848
$1.03K ﹤0.01%
100
849
$1.02K ﹤0.01%
3
850
$1.01K ﹤0.01%
5
32 33
34
35 36