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
126
$191K 0.05%
8,057
+7,980
127
$190K 0.05%
1,202
+98
128
$189K 0.05%
2,677
+1,802
129
$182K 0.05%
644
+46
130
$182K 0.05%
1,371
-2,998
131
$181K 0.05%
11,280
-35,352
132
$179K 0.05%
2,622
-100
133
$178K 0.05%
884
+51
134
$172K 0.05%
1,220
+40
135
$167K 0.05%
3,177
+1
136
$166K 0.05%
5,166
+336
137
$164K 0.04%
6,191
+5,424
138
$163K 0.04%
2,097
-11
139
$162K 0.04%
4,147
+1,441
140
$160K 0.04%
792
+39
141
$159K 0.04%
565
-1,710
142
$159K 0.04%
7,421
+5,582
143
$157K 0.04%
3,484
-132
144
$155K 0.04%
701
+53
145
$151K 0.04%
2,073
146
$150K 0.04%
2,948
+2,914
147
$148K 0.04%
421
+43
148
$148K 0.04%
1,144
+140
149
$144K 0.04%
2,226
+125
150
$141K 0.04%
1,157
4 5
6
7 8