PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
1-Year Return
12.41%
This Quarter Return
-4.96%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$356M
AUM Growth
-$12.9M
(-3.5%)
Cap. Flow
+$5.9M
Cap. Flow
% of AUM
1.66%
Top 10 Holdings %
Top 10 Hldgs %
52.69%
Holding
1,117
New
63
Increased
273
Reduced
215
Closed
54
Top Buys
Top Sells
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
+$7.15M |
| 2 |
AllianzIM US Large Cap Buffer20 Apr ETF
APRW
|
+$1.8M |
| 3 |
Alnylam Pharmaceuticals
ALNY
|
+$280K |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$142K |
| 5 |
Invesco Total Return Bond ETF
GTO
|
+$137K |
Sector Composition
| 1 | Technology | 8.52% |
| 2 | Consumer Staples | 7.48% |
| 3 | Healthcare | 6.64% |
| 4 | Financials | 2.71% |
| 5 | Consumer Discretionary | 2.14% |
