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
926
$518 ﹤0.01%
10
927
$512 ﹤0.01%
2
928
$510 ﹤0.01%
17
929
$509 ﹤0.01%
8
930
$505 ﹤0.01%
3
931
$499 ﹤0.01%
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932
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933
$489 ﹤0.01%
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-863
934
$473 ﹤0.01%
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935
$470 ﹤0.01%
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936
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5
937
$469 ﹤0.01%
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938
$465 ﹤0.01%
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940
$455 ﹤0.01%
+18
941
$448 ﹤0.01%
13
-47
942
$442 ﹤0.01%
5
943
$428 ﹤0.01%
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944
$428 ﹤0.01%
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945
$427 ﹤0.01%
+28
946
$421 ﹤0.01%
462
947
$416 ﹤0.01%
4
948
$415 ﹤0.01%
29
949
$412 ﹤0.01%
+26
950
$412 ﹤0.01%
+66
36 37
38
39 40