PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
1-Year Return
12.41%
This Quarter Return
+6.69%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$464M
AUM Growth
+$23.3M
(+5.3%)
Cap. Flow
-$3.82M
Cap. Flow
% of AUM
-0.82%
Top 10 Holdings %
Top 10 Hldgs %
51.04%
Holding
1,055
New
36
Increased
127
Reduced
259
Closed
35
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
+$12.7M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$12.5M |
| 3 |
Vanguard Value ETF
VTV
|
+$6.69M |
| 4 |
iShares Convertible Bond ETF
ICVT
|
+$3.43M |
| 5 |
Vanguard Total Bond Market
BND
|
+$3.19M |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
+$13M |
| 2 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$11.9M |
| 3 |
Vanguard Growth ETF
VUG
|
+$9.54M |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$4.04M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$2.07M |
Sector Composition
| 1 | Technology | 10.14% |
| 2 | Consumer Staples | 4.67% |
| 3 | Communication Services | 4.59% |
| 4 | Healthcare | 3.67% |
| 5 | Financials | 3.51% |
