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
$366M
AUM Growth
+$817K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,071
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$4.2M
3
+$1.89M
4
XOM icon
Exxon Mobil
XOM
+$1.4M
5
CVX icon
Chevron
CVX
+$1.26M

Top Sells

1
+$6.09M
2
+$4.07M
3
+$1.85M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.31M

Sector Composition

1 Technology 7.63%
2 Consumer Staples 4.67%
3 Communication Services 3.59%
4 Healthcare 3.23%
5 Financials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$363K 0.1%
1,715
+678
77
$355K 0.1%
1,533
+78
78
$332K 0.09%
1,201
+53
79
$332K 0.09%
2,170
80
$331K 0.09%
1,502
+107
81
$323K 0.09%
2,983
82
$323K 0.09%
+5,756
83
$322K 0.09%
5,248
+37
84
$322K 0.09%
3,465
+9
85
$318K 0.09%
5,825
+5,755
86
$317K 0.09%
2,240
+63
87
$316K 0.09%
1,661
+80
88
$316K 0.09%
4,973
-239
89
$302K 0.08%
2,408
-226
90
$300K 0.08%
129
+126
91
$299K 0.08%
4,130
+4,080
92
$299K 0.08%
1,856
+207
93
$292K 0.08%
473
-11
94
$292K 0.08%
5,941
-1,784
95
$290K 0.08%
1,535
+17
96
$288K 0.08%
3,730
-835
97
$283K 0.08%
1,269
-405
98
$279K 0.08%
2,933
99
$277K 0.08%
3,673
-330
100
$272K 0.07%
3,340
+2,866
2 3
4
5 6