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
$171M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$666K
3
+$554K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$497K
5
AAPL icon
Apple
AAPL
+$487K

Top Sells

1
+$472K
2
+$439K
3
+$407K
4
HA
Hawaiian Holdings, Inc.
HA
+$382K
5
NFLX icon
Netflix
NFLX
+$261K

Sector Composition

1 Technology 8.81%
2 Consumer Staples 8.38%
3 Healthcare 6.09%
4 Financials 5.21%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
+173
452
$3K ﹤0.01%
105
453
$3K ﹤0.01%
50
454
$3K ﹤0.01%
+103
455
$3K ﹤0.01%
58
-1,652
456
$3K ﹤0.01%
38
457
$3K ﹤0.01%
56
458
$3K ﹤0.01%
+42
459
$3K ﹤0.01%
251
460
$3K ﹤0.01%
134
461
$3K ﹤0.01%
500
462
$3K ﹤0.01%
55
463
$3K ﹤0.01%
100
464
$3K ﹤0.01%
+16
465
$3K ﹤0.01%
35
-130
466
$3K ﹤0.01%
109
467
$3K ﹤0.01%
+27
468
$3K ﹤0.01%
+43
469
$3K ﹤0.01%
69
470
$3K ﹤0.01%
+56
471
$3K ﹤0.01%
32
472
$3K ﹤0.01%
178
473
$3K ﹤0.01%
43
474
$3K ﹤0.01%
+27
475
$2K ﹤0.01%
+28
17 18
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