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
$331M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$12.7M
3
+$11.2M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$10.4M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$5.99M

Top Sells

1
+$34.8M
2
+$2.59M
3
+$2.45M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.13M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.4M

Sector Composition

1 Technology 7.5%
2 Consumer Staples 5.17%
3 Healthcare 3.35%
4 Communication Services 2.81%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$11K ﹤0.01%
377
427
$11K ﹤0.01%
37
428
$11K ﹤0.01%
514
+120
429
$11K ﹤0.01%
398
-347
430
$11K ﹤0.01%
105
-47
431
$11K ﹤0.01%
300
432
$11K ﹤0.01%
204
433
$11K ﹤0.01%
50
434
$11K ﹤0.01%
1,000
435
$11K ﹤0.01%
244
436
$11K ﹤0.01%
52
437
$11K ﹤0.01%
51
+6
438
$11K ﹤0.01%
+99
439
$10K ﹤0.01%
253
440
$10K ﹤0.01%
96
441
$10K ﹤0.01%
589
+290
442
$10K ﹤0.01%
350
443
$10K ﹤0.01%
312
444
$10K ﹤0.01%
156
-9
445
$10K ﹤0.01%
167
-9
446
$10K ﹤0.01%
200
447
$10K ﹤0.01%
143
+66
448
$9K ﹤0.01%
56
449
$9K ﹤0.01%
207
450
$9K ﹤0.01%
487
16 17
18
19 20