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
501
$9K ﹤0.01%
67
+23
502
$9K ﹤0.01%
223
+146
503
$9K ﹤0.01%
43
504
$9K ﹤0.01%
77
505
$9K ﹤0.01%
176
506
$9K ﹤0.01%
250
507
$9K ﹤0.01%
317
+8
508
$9K ﹤0.01%
81
509
$9K ﹤0.01%
+50
510
$9K ﹤0.01%
33
511
$9K ﹤0.01%
727
512
$9K ﹤0.01%
74
+2
513
$9K ﹤0.01%
310
514
$9K ﹤0.01%
140
515
$9K ﹤0.01%
23
516
$9K ﹤0.01%
21
517
$9K ﹤0.01%
240
+200
518
$9K ﹤0.01%
319
519
$8K ﹤0.01%
263
520
$8K ﹤0.01%
131
521
$8K ﹤0.01%
277
+100
522
$8K ﹤0.01%
19
523
$8K ﹤0.01%
52
-1
524
$8K ﹤0.01%
52
525
$8K ﹤0.01%
250
19 20
21
22 23