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
426
$14K ﹤0.01%
+300
427
$14K ﹤0.01%
69
428
$14K ﹤0.01%
328
429
$14K ﹤0.01%
96
430
$14K ﹤0.01%
+300
431
$14K ﹤0.01%
1,360
-69
432
$13K ﹤0.01%
253
433
$13K ﹤0.01%
351
434
$13K ﹤0.01%
112
435
$13K ﹤0.01%
120
436
$13K ﹤0.01%
374
437
$13K ﹤0.01%
108
438
$13K ﹤0.01%
85
-4
439
$13K ﹤0.01%
193
440
$13K ﹤0.01%
144
-13
441
$13K ﹤0.01%
513
442
$13K ﹤0.01%
72
443
$13K ﹤0.01%
692
444
$13K ﹤0.01%
251
445
$13K ﹤0.01%
51
446
$13K ﹤0.01%
403
447
$13K ﹤0.01%
193
+1
448
$12K ﹤0.01%
180
449
$12K ﹤0.01%
474
450
$12K ﹤0.01%
37
16 17
18
19 20