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
251
$39K 0.01%
553
-319
252
$39K 0.01%
600
-15
253
$38K 0.01%
1,218
+202
254
$38K 0.01%
1,677
255
$38K 0.01%
1,383
+118
256
$38K 0.01%
464
+334
257
$38K 0.01%
217
258
$38K 0.01%
+1,971
259
$37K 0.01%
270
-56
260
$37K 0.01%
1,074
261
$36K 0.01%
361
-1,411
262
$36K 0.01%
509
-14
263
$36K 0.01%
369
+223
264
$36K 0.01%
240
265
$36K 0.01%
606
266
$35K 0.01%
405
267
$34K 0.01%
881
-104
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$34K 0.01%
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269
$33K 0.01%
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270
$33K 0.01%
534
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271
$33K 0.01%
465
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272
$32K 0.01%
295
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273
$32K 0.01%
401
-261
274
$32K 0.01%
165
-8
275
$31K 0.01%
+639
9 10
11
12 13