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
976
$240 ﹤0.01%
12
977
$236 ﹤0.01%
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978
$231 ﹤0.01%
50
979
$231 ﹤0.01%
30
980
$212 ﹤0.01%
3
981
$206 ﹤0.01%
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+26
982
$195 ﹤0.01%
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4
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986
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13
987
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988
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30
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$121 ﹤0.01%
5
993
$104 ﹤0.01%
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994
$103 ﹤0.01%
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$102 ﹤0.01%
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$101 ﹤0.01%
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997
$89 ﹤0.01%
146
998
$86 ﹤0.01%
5
-41
999
$77 ﹤0.01%
6
1000
$77 ﹤0.01%
3
38 39
40
41 42