PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$666K
3
+$554K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$497K
5
AAPL icon
Apple
AAPL
+$487K

Top Sells

1
+$472K
2
+$439K
3
+$407K
4
HA
Hawaiian Holdings, Inc.
HA
+$382K
5
NFLX icon
Netflix
NFLX
+$261K

Sector Composition

1 Technology 8.81%
2 Consumer Staples 8.38%
3 Healthcare 6.09%
4 Financials 5.21%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
+59
552
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+20
553
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19
554
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+36
555
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+41
556
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$1K ﹤0.01%
24
558
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+36
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+40
566
$1K ﹤0.01%
+260
567
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+38
568
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+4
569
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33
570
$1K ﹤0.01%
+672
571
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+5
572
$1K ﹤0.01%
+95
573
$1K ﹤0.01%
+35
574
$1K ﹤0.01%
+19
575
$1K ﹤0.01%
40
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