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
$183M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$716K
3
+$688K
4
XOM icon
Exxon Mobil
XOM
+$408K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$402K

Top Sells

1
+$2.31M
2
+$683K
3
+$297K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$275K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$259K

Sector Composition

1 Technology 10.07%
2 Consumer Staples 7.52%
3 Healthcare 6.74%
4 Financials 5.34%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$387K 0.21%
10,693
+1,865
77
$377K 0.21%
8,391
+253
78
$368K 0.2%
3,409
+2,750
79
$367K 0.2%
62,400
-1,680
80
$365K 0.2%
7,931
+103
81
$365K 0.2%
+5,186
82
$352K 0.19%
4,442
83
$351K 0.19%
4,202
-138
84
$347K 0.19%
6,893
-97
85
$342K 0.19%
4,256
86
$342K 0.19%
9,851
+26
87
$341K 0.19%
16,575
-602
88
$338K 0.19%
2,798
+1,801
89
$332K 0.18%
6,274
-18
90
$316K 0.17%
3,630
91
$314K 0.17%
5,560
-201
92
$306K 0.17%
10,247
-566
93
$291K 0.16%
4,516
+9
94
$290K 0.16%
4,725
-102
95
$289K 0.16%
9,628
-342
96
$288K 0.16%
5,692
97
$278K 0.15%
31,147
-370
98
$260K 0.14%
919
-17
99
$257K 0.14%
2,261
-872
100
$257K 0.14%
4,029
-1,189
2 3
4
5 6