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
$468M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.12M
3
+$1.69M
4
BND icon
Vanguard Total Bond Market
BND
+$1.66M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.58M

Top Sells

1
+$12M
2
+$2.21M
3
+$2.08M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.46M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.41M

Sector Composition

1 Technology 10.93%
2 Consumer Staples 4.86%
3 Communication Services 4.66%
4 Financials 3.93%
5 Healthcare 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5.3K ﹤0.01%
85
552
$5.29K ﹤0.01%
44
553
$5.29K ﹤0.01%
30
554
$5.17K ﹤0.01%
11
555
$5.08K ﹤0.01%
100
556
$5.07K ﹤0.01%
51
557
$5.04K ﹤0.01%
130
558
$4.98K ﹤0.01%
81
559
$4.97K ﹤0.01%
119
560
$4.96K ﹤0.01%
52
+23
561
$4.95K ﹤0.01%
508
562
$4.89K ﹤0.01%
35
563
$4.88K ﹤0.01%
14
564
$4.87K ﹤0.01%
44
565
$4.85K ﹤0.01%
100
566
$4.85K ﹤0.01%
45
-40
567
$4.79K ﹤0.01%
35
568
$4.78K ﹤0.01%
28
569
$4.77K ﹤0.01%
13
570
$4.74K ﹤0.01%
27
571
$4.73K ﹤0.01%
24
572
$4.73K ﹤0.01%
661
573
$4.71K ﹤0.01%
19
574
$4.7K ﹤0.01%
97
+3
575
$4.66K ﹤0.01%
26
21 22
23
24 25