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
$490M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.15M
3
+$874K
4
KDP icon
Keurig Dr Pepper
KDP
+$602K
5
VTV icon
Vanguard Value ETF
VTV
+$446K

Top Sells

1
+$11.8M
2
+$1.15M
3
+$1.1M
4
BND icon
Vanguard Total Bond Market
BND
+$919K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$584K

Sector Composition

1 Technology 11.96%
2 Communication Services 4.95%
3 Consumer Staples 4.78%
4 Financials 4.07%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8.03K ﹤0.01%
735
477
$8.02K ﹤0.01%
33
478
$7.94K ﹤0.01%
360
479
$7.8K ﹤0.01%
188
480
$7.8K ﹤0.01%
100
481
$7.8K ﹤0.01%
139
482
$7.71K ﹤0.01%
13
+2
483
$7.7K ﹤0.01%
1,234
484
$7.64K ﹤0.01%
140
485
$7.58K ﹤0.01%
100
486
$7.53K ﹤0.01%
66
487
$7.51K ﹤0.01%
14
488
$7.5K ﹤0.01%
85
489
$7.27K ﹤0.01%
814
-53
490
$7.22K ﹤0.01%
106
491
$7.21K ﹤0.01%
70
492
$7.19K ﹤0.01%
252
-1
493
$7.08K ﹤0.01%
68
494
$7.04K ﹤0.01%
183
495
$6.99K ﹤0.01%
175
496
$6.92K ﹤0.01%
327
497
$6.91K ﹤0.01%
52
498
$6.87K ﹤0.01%
337
+1
499
$6.85K ﹤0.01%
22
500
$6.84K ﹤0.01%
48
18 19
20
21 22