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
326
$21K 0.01%
538
+185
327
$21K 0.01%
168
+160
328
$21K 0.01%
60
+52
329
$20K 0.01%
828
+172
330
$20K 0.01%
400
331
$20K 0.01%
250
+208
332
$20K 0.01%
+583
333
$20K 0.01%
189
+40
334
$20K 0.01%
650
335
$20K 0.01%
220
+54
336
$20K 0.01%
200
337
$20K 0.01%
700
-19
338
$20K 0.01%
532
+133
339
$20K 0.01%
799
-76
340
$20K 0.01%
164
+15
341
$19K 0.01%
17
+7
342
$19K 0.01%
312
343
$19K 0.01%
584
-10
344
$19K 0.01%
+337
345
$19K 0.01%
112
-11
346
$18K 0.01%
497
347
$18K 0.01%
201
+152
348
$18K 0.01%
356
349
$18K 0.01%
490
+279
350
$17K 0.01%
1,127
-149
12 13
14
15 16