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
176
$139K 0.03%
6,304
177
$138K 0.03%
1,093
178
$138K 0.03%
398
179
$135K 0.03%
1,700
180
$129K 0.03%
1,816
181
$128K 0.03%
735
182
$128K 0.03%
402
+1
183
$127K 0.03%
227
+42
184
$126K 0.03%
1,121
185
$124K 0.03%
4,047
186
$123K 0.03%
736
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187
$123K 0.03%
493
188
$122K 0.03%
762
189
$121K 0.03%
1,086
190
$115K 0.02%
1,604
191
$113K 0.02%
241
192
$111K 0.02%
1,113
-263
193
$110K 0.02%
1,618
-23
194
$108K 0.02%
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195
$106K 0.02%
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196
$105K 0.02%
1,203
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197
$104K 0.02%
3,732
198
$101K 0.02%
2,100
+1,029
199
$98.6K 0.02%
1,035
+1,025
200
$95.7K 0.02%
911
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