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
$391M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$6.99M
3
+$1.77M
4
PEG icon
Public Service Enterprise Group
PEG
+$958K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$928K

Top Sells

1
+$6.78M
2
+$6.41M
3
+$633K
4
BAC icon
Bank of America
BAC
+$488K
5
BKNG icon
Booking.com
BKNG
+$298K

Sector Composition

1 Technology 8.85%
2 Consumer Staples 4.36%
3 Communication Services 3.85%
4 Healthcare 3.35%
5 Financials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12K ﹤0.01%
1,447
452
$12K ﹤0.01%
373
+26
453
$12K ﹤0.01%
180
454
$12K ﹤0.01%
474
455
$12K ﹤0.01%
37
456
$12K ﹤0.01%
600
457
$12K ﹤0.01%
241
458
$12K ﹤0.01%
1,020
459
$12K ﹤0.01%
653
460
$11K ﹤0.01%
139
461
$11K ﹤0.01%
52
462
$11K ﹤0.01%
149
+12
463
$11K ﹤0.01%
205
464
$11K ﹤0.01%
543
465
$11K ﹤0.01%
75
466
$11K ﹤0.01%
97
467
$11K ﹤0.01%
319
468
$11K ﹤0.01%
19
+1
469
$11K ﹤0.01%
+1,123
470
$11K ﹤0.01%
248
471
$11K ﹤0.01%
322
472
$11K ﹤0.01%
47
+5
473
$11K ﹤0.01%
194
474
$11K ﹤0.01%
207
475
$11K ﹤0.01%
327
17 18
19
20 21