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
176
$108K 0.03%
477
+2
177
$106K 0.03%
763
178
$106K 0.03%
605
179
$105K 0.03%
878
+87
180
$105K 0.03%
1,958
-30
181
$103K 0.03%
1,126
-90
182
$102K 0.03%
2,168
+307
183
$102K 0.03%
1,803
184
$99K 0.03%
1,048
185
$98K 0.03%
704
+48
186
$97K 0.03%
1,307
-63
187
$96K 0.03%
4,478
+4,316
188
$95K 0.03%
1,740
189
$94K 0.03%
3,885
-150
190
$92K 0.03%
735
191
$90K 0.02%
478
192
$89K 0.02%
358
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193
$89K 0.02%
589
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194
$87K 0.02%
430
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195
$87K 0.02%
3,013
196
$86K 0.02%
3,921
+3,826
197
$86K 0.02%
1,806
198
$83K 0.02%
4,154
199
$81K 0.02%
202
+14
200
$79K 0.02%
998
+78
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