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
126
$174K 0.1%
1,352
+91
127
$172K 0.09%
5,450
+530
128
$171K 0.09%
525
129
$170K 0.09%
7,629
130
$168K 0.09%
5,130
+861
131
$163K 0.09%
1,348
-47
132
$160K 0.09%
5,175
133
$156K 0.09%
3,044
-732
134
$152K 0.08%
629
-6
135
$150K 0.08%
653
-215
136
$147K 0.08%
5,040
-2,530
137
$140K 0.08%
1,576
+124
138
$139K 0.08%
4,092
139
$139K 0.08%
4,681
+376
140
$139K 0.08%
814
-75
141
$139K 0.08%
1,894
+190
142
$133K 0.07%
674
+186
143
$133K 0.07%
5,710
+450
144
$131K 0.07%
945
+5
145
$131K 0.07%
2,617
-79
146
$131K 0.07%
2,439
147
$130K 0.07%
2,126
+1,942
148
$129K 0.07%
376
149
$120K 0.07%
+798
150
$117K 0.06%
1,503
+105
4 5
6
7 8