PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$468M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.12M
3
+$1.69M
4
BND icon
Vanguard Total Bond Market
BND
+$1.66M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.58M

Top Sells

1
+$12M
2
+$2.21M
3
+$2.08M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.46M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.41M

Sector Composition

1 Technology 10.93%
2 Consumer Staples 4.86%
3 Communication Services 4.66%
4 Financials 3.93%
5 Healthcare 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10.8K ﹤0.01%
52
427
$10.8K ﹤0.01%
59
428
$10.8K ﹤0.01%
61
429
$10.7K ﹤0.01%
78
430
$10.7K ﹤0.01%
201
+17
431
$10.7K ﹤0.01%
87
432
$10.7K ﹤0.01%
250
433
$10.6K ﹤0.01%
355
-72
434
$10.4K ﹤0.01%
31
435
$10.4K ﹤0.01%
198
436
$10.4K ﹤0.01%
547
-884
437
$10.3K ﹤0.01%
93
438
$10.3K ﹤0.01%
213
439
$10.3K ﹤0.01%
1,234
440
$10.2K ﹤0.01%
60
441
$10.2K ﹤0.01%
127
442
$9.88K ﹤0.01%
66
443
$9.77K ﹤0.01%
569
444
$9.69K ﹤0.01%
37
445
$9.62K ﹤0.01%
56
+1
446
$9.58K ﹤0.01%
51
447
$9.48K ﹤0.01%
56
448
$9.37K ﹤0.01%
74
449
$9.26K ﹤0.01%
176
450
$9.23K ﹤0.01%
123
16 17
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