PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
+$717K
3
+$640K
4
XOM icon
Exxon Mobil
XOM
+$404K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$384K

Top Sells

1
+$2.31M
2
+$666K
3
+$297K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$276K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$261K

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
251
$28K 0.02%
401
+66
252
$28K 0.02%
159
253
$28K 0.02%
650
254
$28K 0.02%
1,423
255
$27K 0.01%
500
256
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1,100
-394
257
$26K 0.01%
314
258
$26K 0.01%
256
259
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303
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260
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154
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261
$26K 0.01%
138
262
$26K 0.01%
1,265
263
$25K 0.01%
286
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264
$25K 0.01%
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265
$25K 0.01%
256
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447
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$24K 0.01%
200
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269
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270
$23K 0.01%
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218
273
$23K 0.01%
200
274
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275
$23K 0.01%
200
9 10
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