PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
1-Year Return
12.41%
This Quarter Return
-3.81%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$405M
AUM Growth
-$16.3M
(-3.9%)
Cap. Flow
+$175K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
54.34%
Holding
1,093
New
42
Increased
190
Reduced
201
Closed
49
Top Buys
| 1 |
iShares Convertible Bond ETF
ICVT
|
+$23.4M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$9.92M |
| 3 |
Vanguard Total Bond Market
BND
|
+$2.36M |
| 4 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
+$1.99M |
| 5 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$1.94M |
Top Sells
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$22.1M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
+$10.6M |
| 3 |
Linde
LIN
|
+$2.33M |
| 4 |
Vanguard Growth ETF
VUG
|
+$2.06M |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$1.71M |
Sector Composition
| 1 | Technology | 10.54% |
| 2 | Financials | 4.95% |
| 3 | Consumer Staples | 4.52% |
| 4 | Communication Services | 4.03% |
| 5 | Healthcare | 3.83% |
