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
$284M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$5.88M
3
+$5.83M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.15M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.19M

Top Sells

1
+$8.15M
2
+$4.17M
3
+$4.04M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$2.26M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.23M

Sector Composition

1 Technology 7.2%
2 Consumer Staples 5.42%
3 Healthcare 3.57%
4 Communication Services 2.84%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
299
-35
527
$5K ﹤0.01%
195
-3,200
528
$5K ﹤0.01%
28
529
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165
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530
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121
+15
531
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43
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532
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152
-22
533
$5K ﹤0.01%
59
534
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310
535
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52
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536
$5K ﹤0.01%
445
537
$5K ﹤0.01%
110
538
$5K ﹤0.01%
162
539
$5K ﹤0.01%
77
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540
$4K ﹤0.01%
30
541
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544
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161
545
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546
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54
547
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548
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16
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549
$4K ﹤0.01%
1,013
550
$4K ﹤0.01%
210
+150
20 21
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