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
126
$337K 0.07%
11,502
+609
127
$332K 0.07%
12,667
-315
128
$331K 0.07%
1,249
+19
129
$330K 0.07%
1,323
+25
130
$317K 0.07%
1,017
+27
131
$316K 0.07%
1,363
+43
132
$311K 0.07%
1,729
-16
133
$310K 0.07%
1,129
+3
134
$306K 0.07%
847
-266
135
$305K 0.07%
11,457
136
$304K 0.07%
5,135
137
$302K 0.06%
976
+973
138
$299K 0.06%
2,257
-29
139
$297K 0.06%
1,446
+44
140
$286K 0.06%
10,455
+2,370
141
$281K 0.06%
1,391
+26
142
$274K 0.06%
1,848
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143
$271K 0.06%
399
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144
$270K 0.06%
6,567
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145
$258K 0.06%
1,468
+31
146
$254K 0.05%
583
+20
147
$250K 0.05%
1,450
+36
148
$229K 0.05%
3,580
-6,080
149
$223K 0.05%
8,194
-218
150
$213K 0.05%
3,236
+131
4 5
6
7 8