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
851
$1K ﹤0.01%
+25
852
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853
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25
854
– –
0
855
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857
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860
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864
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865
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866
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5
867
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20
868
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3
869
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870
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872
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-1
873
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16
874
$1K ﹤0.01%
7
875
$1K ﹤0.01%
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33 34
35
36 37