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
$183M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$717K
3
+$640K
4
XOM icon
Exxon Mobil
XOM
+$404K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$384K

Top Sells

1
+$2.31M
2
+$666K
3
+$297K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$276K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$261K

Sector Composition

1 Technology 10.07%
2 Consumer Staples 7.52%
3 Healthcare 6.74%
4 Financials 5.34%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
132
427
$5K ﹤0.01%
650
428
$5K ﹤0.01%
500
429
$5K ﹤0.01%
33
+4
430
$5K ﹤0.01%
445
431
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133
432
$4K ﹤0.01%
45
-16
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$4K ﹤0.01%
30
434
$4K ﹤0.01%
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435
$4K ﹤0.01%
85
436
$4K ﹤0.01%
40
-10
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$4K ﹤0.01%
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+40
438
$4K ﹤0.01%
150
439
$4K ﹤0.01%
87
440
$4K ﹤0.01%
+20
441
$4K ﹤0.01%
+1
442
$4K ﹤0.01%
288
443
$4K ﹤0.01%
+95
444
$4K ﹤0.01%
180
445
$4K ﹤0.01%
28
+14
446
$4K ﹤0.01%
67
447
$4K ﹤0.01%
32
448
$4K ﹤0.01%
178
449
$4K ﹤0.01%
80
450
$3K ﹤0.01%
+500
16 17
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