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
201
$51K 0.03%
403
202
$48K 0.03%
764
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203
$47K 0.03%
584
204
$47K 0.03%
600
205
$46K 0.03%
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-650
206
$46K 0.03%
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207
$44K 0.02%
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208
$44K 0.02%
331
-9
209
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317
210
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+1,200
211
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212
$44K 0.02%
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-182
213
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700
214
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215
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216
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217
$43K 0.02%
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218
$42K 0.02%
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219
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222
$41K 0.02%
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223
$40K 0.02%
312
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224
$40K 0.02%
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225
$38K 0.02%
411
+1
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9
10 11