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
401
$17K ﹤0.01%
656
402
$16K ﹤0.01%
55
403
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404
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405
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632
406
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869
+500
407
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412
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44
413
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414
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99
+3
415
$15K ﹤0.01%
157
416
$15K ﹤0.01%
513
+169
417
$15K ﹤0.01%
660
418
$14K ﹤0.01%
302
419
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357
+170
420
$14K ﹤0.01%
34
+4
421
$14K ﹤0.01%
260
+12
422
$14K ﹤0.01%
299
+257
423
$14K ﹤0.01%
89
-12
424
$14K ﹤0.01%
196
425
$14K ﹤0.01%
+316
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