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
451
$12K ﹤0.01%
600
452
$12K ﹤0.01%
241
453
$12K ﹤0.01%
1,020
454
$12K ﹤0.01%
653
455
$12K ﹤0.01%
545
456
$12K ﹤0.01%
95
457
$12K ﹤0.01%
109
458
$12K ﹤0.01%
1,447
459
$12K ﹤0.01%
373
+26
460
$11K ﹤0.01%
183
461
$11K ﹤0.01%
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462
$11K ﹤0.01%
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463
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149
+12
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$11K ﹤0.01%
205
465
$11K ﹤0.01%
543
466
$11K ﹤0.01%
75
467
$11K ﹤0.01%
97
468
$11K ﹤0.01%
319
469
$11K ﹤0.01%
19
+1
470
$11K ﹤0.01%
+1,123
471
$11K ﹤0.01%
248
472
$11K ﹤0.01%
322
473
$11K ﹤0.01%
47
+5
474
$11K ﹤0.01%
194
475
$11K ﹤0.01%
204
17 18
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