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
201
$95.3K 0.02%
400
202
$94.5K 0.02%
2,760
+39
203
$93.5K 0.02%
50
204
$92.7K 0.02%
1,153
205
$92.2K 0.02%
210
-25
206
$89K 0.02%
1,231
-21
207
$85.3K 0.02%
316
208
$83.6K 0.02%
686
209
$82.5K 0.02%
312
-11
210
$78.8K 0.02%
686
-168
211
$78.5K 0.02%
547
212
$78.4K 0.02%
292
213
$78.2K 0.02%
396
214
$77.2K 0.02%
404
-89
215
$75.5K 0.02%
1,609
216
$75.1K 0.02%
1,596
217
$74.8K 0.02%
447
218
$74.5K 0.02%
600
219
$74.3K 0.02%
1,032
220
$74.1K 0.02%
38
-50
221
$73.8K 0.02%
1,602
222
$71.7K 0.02%
600
223
$71.4K 0.02%
695
224
$71.1K 0.02%
725
-1
225
$70.3K 0.02%
941
7 8
9
10 11