PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.15M
3
+$874K
4
KDP icon
Keurig Dr Pepper
KDP
+$602K
5
VTV icon
Vanguard Value ETF
VTV
+$446K

Top Sells

1
+$11.8M
2
+$1.15M
3
+$1.1M
4
BND icon
Vanguard Total Bond Market
BND
+$919K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$584K

Sector Composition

1 Technology 11.96%
2 Communication Services 4.95%
3 Consumer Staples 4.78%
4 Financials 4.07%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$19.6K ﹤0.01%
1,807
-1
352
$19.6K ﹤0.01%
236
353
$19.5K ﹤0.01%
203
-283
354
$19.1K ﹤0.01%
184
355
$18.7K ﹤0.01%
35
356
$18.7K ﹤0.01%
357
-11
357
$18.7K ﹤0.01%
907
+28
358
$18.6K ﹤0.01%
176
359
$18.3K ﹤0.01%
331
360
$18.2K ﹤0.01%
52
361
$18.1K ﹤0.01%
97
362
$18.1K ﹤0.01%
323
+56
363
$17.9K ﹤0.01%
244
364
$17.5K ﹤0.01%
78
365
$17.4K ﹤0.01%
218
-11
366
$17.1K ﹤0.01%
272
367
$17.1K ﹤0.01%
32
368
$17K ﹤0.01%
111
369
$16.9K ﹤0.01%
69
-3
370
$16.9K ﹤0.01%
1,843
371
$16.5K ﹤0.01%
207
372
$16.5K ﹤0.01%
100
373
$16.2K ﹤0.01%
127
374
$16.1K ﹤0.01%
172
375
$16.1K ﹤0.01%
43
13 14
15
16 17