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
151
$115K 0.06%
1,767
-1,018
152
$115K 0.06%
4,029
-50
153
$112K 0.06%
587
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154
$110K 0.06%
2,680
-95
155
$110K 0.06%
1,083
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156
$109K 0.06%
1,575
-40
157
$107K 0.06%
750
158
$107K 0.06%
524
159
$107K 0.06%
1,146
-347
160
$107K 0.06%
2,000
161
$106K 0.06%
1,204
-40
162
$106K 0.06%
1,938
+5
163
$104K 0.06%
2,900
164
$103K 0.06%
6,000
165
$99K 0.05%
726
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166
$99K 0.05%
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167
$97K 0.05%
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169
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170
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171
$91K 0.05%
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172
$91K 0.05%
1,088
-40
173
$89K 0.05%
1,044
174
$87K 0.05%
945
+66
175
$85K 0.05%
7,432
+1,000
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