PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
1-Year Return
12.41%
This Quarter Return
+5.77%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$377M
AUM Growth
+$10.9M
(+3%)
Cap. Flow
-$8.53M
Cap. Flow
% of AUM
-2.26%
Top 10 Holdings %
Top 10 Hldgs %
59.54%
Holding
1,065
New
36
Increased
144
Reduced
224
Closed
26
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
+$6.58M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$6.26M |
| 3 |
Dimensional US Equity ETF
DFUS
|
+$824K |
| 4 |
Vanguard Growth ETF
VUG
|
+$639K |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$621K |
Top Sells
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
+$7.15M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
+$6.13M |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
+$1.5M |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$1.24M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$1.08M |
Sector Composition
| 1 | Technology | 8.21% |
| 2 | Consumer Staples | 4.43% |
| 3 | Communication Services | 3.74% |
| 4 | Healthcare | 3.21% |
| 5 | Financials | 2.94% |
