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
151
$140K 0.04%
1,279
-352
152
$138K 0.04%
644
-1,874
153
$136K 0.04%
574
+106
154
$135K 0.04%
546
-2,583
155
$132K 0.04%
2,586
+72
156
$132K 0.04%
2,827
-4,855
157
$132K 0.04%
748
-21
158
$131K 0.04%
1,742
159
$130K 0.04%
923
160
$130K 0.04%
6,307
161
$127K 0.03%
820
+50
162
$126K 0.03%
522
-22
163
$124K 0.03%
753
164
$124K 0.03%
664
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165
$124K 0.03%
823
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166
$121K 0.03%
2,118
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167
$120K 0.03%
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$118K 0.03%
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$117K 0.03%
2,250
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170
$116K 0.03%
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171
$115K 0.03%
1,728
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172
$112K 0.03%
1,080
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173
$112K 0.03%
1,129
+74
174
$112K 0.03%
543
-11
175
$110K 0.03%
564
+40
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7
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