PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$5.55M
3
+$5.25M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.09M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.15M

Top Sells

1
+$7.98M
2
+$4.16M
3
+$3.77M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$2.21M
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
601
$3K ﹤0.01%
62
602
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79
603
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100
+60
604
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275
605
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+375
606
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10
607
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44
608
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+525
609
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610
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44
+1
611
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112
612
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10
-2
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104
614
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720
615
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62
616
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+68
617
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48
618
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72
619
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143
620
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+12
621
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173
-44
622
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32
623
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9
-7
624
$3K ﹤0.01%
9
625
$3K ﹤0.01%
24
-32
23 24
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