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
201
$79K 0.02%
992
-38
202
$79K 0.02%
468
-3,646
203
$78K 0.02%
453
+52
204
$78K 0.02%
236
-4
205
$77K 0.02%
1,509
+133
206
$77K 0.02%
451
+16
207
$76K 0.02%
661
+1
208
$76K 0.02%
1,034
+924
209
$75K 0.02%
625
210
$75K 0.02%
779
+24
211
$75K 0.02%
497
-115
212
$75K 0.02%
5,623
-347
213
$73K 0.02%
491
+39
214
$71K 0.02%
1,484
-4
215
$70K 0.02%
2,245
216
$70K 0.02%
1,952
-197
217
$70K 0.02%
444
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218
$69K 0.02%
350
219
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220
$68K 0.02%
1,133
-6,586
221
$66K 0.02%
703
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222
$65K 0.02%
331
+4
223
$64K 0.02%
333
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224
$64K 0.02%
1,099
+133
225
$64K 0.02%
135
+42
7 8
9
10 11