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
101
$254K 0.14%
1,872
-174
102
$245K 0.13%
8,037
-297
103
$245K 0.13%
1,983
+18
104
$236K 0.13%
735
+1
105
$233K 0.13%
1,495
+1,205
106
$230K 0.13%
+1,975
107
$222K 0.12%
2,190
+1,353
108
$220K 0.12%
8,469
-10,572
109
$219K 0.12%
7,136
-34
110
$216K 0.12%
4,513
-102
111
$216K 0.12%
1,085
-12
112
$214K 0.12%
1,211
-13
113
$214K 0.12%
4,802
+1,736
114
$208K 0.11%
3,447
-26
115
$205K 0.11%
2,247
+124
116
$202K 0.11%
1,471
-39
117
$201K 0.11%
1,606
+1,278
118
$198K 0.11%
1,829
119
$191K 0.1%
5,900
-4,700
120
$191K 0.1%
1,635
+130
121
$186K 0.1%
1,258
+65
122
$181K 0.1%
5,693
+460
123
$177K 0.1%
2,968
-142
124
$176K 0.1%
2,369
125
$176K 0.1%
50,465
+17,178
3 4
5
6 7