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
$183M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$717K
3
+$640K
4
XOM icon
Exxon Mobil
XOM
+$404K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$384K

Top Sells

1
+$2.31M
2
+$666K
3
+$297K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$276K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$261K

Sector Composition

1 Technology 10.07%
2 Consumer Staples 7.52%
3 Healthcare 6.74%
4 Financials 5.34%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
43
477
$3K ﹤0.01%
+34
478
$3K ﹤0.01%
200
479
$3K ﹤0.01%
+121
480
$3K ﹤0.01%
+28
481
$3K ﹤0.01%
+51
482
$3K ﹤0.01%
+9
483
$3K ﹤0.01%
65
484
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+13
485
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10
+9
486
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8
-7
487
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28
488
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31
+7
489
$2K ﹤0.01%
+15
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$2K ﹤0.01%
34
491
$2K ﹤0.01%
116
+83
492
$2K ﹤0.01%
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495
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35
+1
496
$2K ﹤0.01%
351
497
$2K ﹤0.01%
40
-18
498
$2K ﹤0.01%
+19
499
$2K ﹤0.01%
79
500
$2K ﹤0.01%
+32
18 19
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