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
901
$711 ﹤0.01%
12
902
$683 ﹤0.01%
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903
$682 ﹤0.01%
19
904
$667 ﹤0.01%
3
905
$667 ﹤0.01%
4
906
$659 ﹤0.01%
2
907
$652 ﹤0.01%
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908
$646 ﹤0.01%
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909
$625 ﹤0.01%
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910
$625 ﹤0.01%
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911
$612 ﹤0.01%
3
912
$586 ﹤0.01%
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913
$570 ﹤0.01%
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914
$570 ﹤0.01%
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915
$566 ﹤0.01%
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916
$564 ﹤0.01%
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917
$559 ﹤0.01%
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918
$558 ﹤0.01%
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919
$556 ﹤0.01%
4
920
$541 ﹤0.01%
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921
$538 ﹤0.01%
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-33
922
$532 ﹤0.01%
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923
$531 ﹤0.01%
9
-5
924
$523 ﹤0.01%
8
925
$519 ﹤0.01%
5
35 36
37
38 39