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
101
$267K 0.07%
1,099
+68
102
$262K 0.07%
+491
103
$252K 0.07%
1,894
-324
104
$249K 0.07%
9,164
+9,149
105
$245K 0.07%
964
-23
106
$243K 0.07%
9,685
107
$237K 0.06%
2,625
+2,040
108
$237K 0.06%
4,440
+4,136
109
$236K 0.06%
1,164
-3
110
$235K 0.06%
1,740
+14
111
$231K 0.06%
+6,661
112
$229K 0.06%
3,457
+301
113
$225K 0.06%
1,730
+55
114
$225K 0.06%
3,150
+2,632
115
$218K 0.06%
13,117
+12,995
116
$217K 0.06%
7,095
117
$213K 0.06%
3,321
-19
118
$212K 0.06%
593
119
$207K 0.06%
1,309
+1,306
120
$205K 0.06%
3,973
-20
121
$205K 0.06%
+6,651
122
$198K 0.05%
+4,925
123
$198K 0.05%
610
+69
124
$197K 0.05%
1,657
125
$192K 0.05%
1,703
-4,248
3 4
5
6 7