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
351
$23K 0.01%
220
352
$23K 0.01%
484
353
$23K 0.01%
770
354
$23K 0.01%
490
355
$23K 0.01%
550
356
$23K 0.01%
184
357
$22K 0.01%
485
+476
358
$22K 0.01%
155
+104
359
$22K 0.01%
132
360
$22K 0.01%
62
361
$22K 0.01%
200
362
$22K 0.01%
50
+11
363
$22K 0.01%
226
364
$21K 0.01%
178
365
$21K 0.01%
125
366
$21K 0.01%
1,445
+1
367
$21K 0.01%
155
-1,400
368
$21K 0.01%
323
369
$21K 0.01%
+100
370
$21K 0.01%
420
371
$21K 0.01%
1,802
372
$20K 0.01%
136
373
$20K 0.01%
52
374
$20K 0.01%
244
+47
375
$20K 0.01%
250
13 14
15
16 17