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
$391M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.66M
3
+$1.7M
4
PEG icon
Public Service Enterprise Group
PEG
+$935K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$926K

Top Sells

1
+$6.56M
2
+$6.17M
3
+$631K
4
BAC icon
Bank of America
BAC
+$515K
5
BKNG icon
Booking.com
BKNG
+$310K

Sector Composition

1 Technology 8.93%
2 Consumer Staples 4.36%
3 Communication Services 3.85%
4 Healthcare 3.35%
5 Financials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$55K 0.01%
1,046
252
$55K 0.01%
1,150
-4,345
253
$53K 0.01%
1,955
+1
254
$52K 0.01%
1,261
+25
255
$52K 0.01%
217
+6
256
$51K 0.01%
200
+100
257
$51K 0.01%
868
+200
258
$50K 0.01%
189
+9
259
$50K 0.01%
226
260
$50K 0.01%
718
261
$49K 0.01%
1,677
262
$49K 0.01%
165
263
$49K 0.01%
1,214
+82
264
$49K 0.01%
166
265
$49K 0.01%
515
-6,628
266
$49K 0.01%
1,074
267
$48K 0.01%
917
268
$48K 0.01%
3,369
+750
269
$47K 0.01%
830
+370
270
$45K 0.01%
344
+84
271
$45K 0.01%
1,285
272
$44K 0.01%
133
+32
273
$44K 0.01%
466
+1
274
$44K 0.01%
710
275
$41K 0.01%
123
+6
9 10
11
12 13