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
$284M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$5.88M
3
+$5.83M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.15M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.19M

Top Sells

1
+$8.15M
2
+$4.17M
3
+$4.04M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$2.26M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.23M

Sector Composition

1 Technology 7.2%
2 Consumer Staples 5.42%
3 Healthcare 3.57%
4 Communication Services 2.84%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$50K 0.02%
4,132
-99
227
$50K 0.02%
541
-13
228
$49K 0.02%
359
229
$49K 0.02%
376
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230
$48K 0.02%
680
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231
$48K 0.02%
488
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232
$47K 0.02%
441
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233
$47K 0.02%
601
234
$45K 0.02%
625
235
$45K 0.02%
869
236
$45K 0.02%
116
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237
$44K 0.02%
645
-21
238
$44K 0.02%
1,017
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239
$43K 0.02%
712
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240
$43K 0.02%
+365
241
$43K 0.02%
850
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242
$43K 0.02%
832
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$43K 0.02%
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$42K 0.01%
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245
$41K 0.01%
537
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246
$40K 0.01%
1,183
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247
$40K 0.01%
559
248
$40K 0.01%
+1,044
249
$39K 0.01%
446
+21
250
$39K 0.01%
+2,246
8 9
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