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
176
$84K 0.05%
4,132
177
$83K 0.05%
2,698
+1,560
178
$82K 0.04%
1,963
+18
179
$80K 0.04%
4,137
180
$77K 0.04%
362
181
$75K 0.04%
1,290
-8
182
$73K 0.04%
1,568
+38
183
$72K 0.04%
1,782
-7
184
$71K 0.04%
632
+1
185
$71K 0.04%
515
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186
$66K 0.04%
2,043
187
$65K 0.04%
1,789
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188
$65K 0.04%
689
189
$63K 0.03%
697
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190
$63K 0.03%
397
191
$59K 0.03%
200
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$58K 0.03%
869
193
$58K 0.03%
615
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194
$57K 0.03%
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195
$56K 0.03%
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196
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609
197
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339
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198
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317
199
$53K 0.03%
1,074
200
$52K 0.03%
608
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