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
401
$12K ﹤0.01%
+300
402
$11K ﹤0.01%
253
+73
403
$11K ﹤0.01%
307
-21
404
$11K ﹤0.01%
121
+16
405
$11K ﹤0.01%
179
-68
406
$11K ﹤0.01%
180
407
$11K ﹤0.01%
800
408
$11K ﹤0.01%
350
-5,060
409
$11K ﹤0.01%
165
-74
410
$11K ﹤0.01%
284
+15
411
$11K ﹤0.01%
100
-100
412
$11K ﹤0.01%
204
-31
413
$11K ﹤0.01%
562
+84
414
$11K ﹤0.01%
1,000
415
$11K ﹤0.01%
790
-110
416
$11K ﹤0.01%
+244
417
$11K ﹤0.01%
306
+106
418
$11K ﹤0.01%
670
+42
419
$11K ﹤0.01%
319
420
$11K ﹤0.01%
55
-16
421
$11K ﹤0.01%
257
+107
422
$10K ﹤0.01%
351
423
$10K ﹤0.01%
112
-45
424
$10K ﹤0.01%
159
-2,137
425
$10K ﹤0.01%
1,400
15 16
17
18 19