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
476
$11K ﹤0.01%
1,000
477
$11K ﹤0.01%
305
478
$11K ﹤0.01%
208
479
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40
+4
480
$11K ﹤0.01%
183
481
$10K ﹤0.01%
67
-68
482
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37
483
$10K ﹤0.01%
307
484
$10K ﹤0.01%
238
+63
485
$10K ﹤0.01%
339
486
$10K ﹤0.01%
56
+25
487
$10K ﹤0.01%
101
488
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230
489
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490
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491
$10K ﹤0.01%
158
492
$10K ﹤0.01%
670
493
$10K ﹤0.01%
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495
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+5
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$9K ﹤0.01%
44
+14
497
$9K ﹤0.01%
62
498
$9K ﹤0.01%
67
+23
499
$9K ﹤0.01%
106
500
$9K ﹤0.01%
38
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