PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
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
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$5.88M
3
+$5.83M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.15M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.19M

Top Sells

1
+$8.15M
2
+$4.17M
3
+$4.04M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$2.26M
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
626
$3K ﹤0.01%
162
627
$3K ﹤0.01%
205
628
$3K ﹤0.01%
14
+3
629
$3K ﹤0.01%
72
630
$3K ﹤0.01%
320
-85
631
$3K ﹤0.01%
29
632
$3K ﹤0.01%
95
633
$3K ﹤0.01%
381
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634
$3K ﹤0.01%
180
635
$3K ﹤0.01%
54
-74
636
$3K ﹤0.01%
21
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637
$3K ﹤0.01%
17
638
$3K ﹤0.01%
240
639
$3K ﹤0.01%
120
640
$3K ﹤0.01%
51
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641
$3K ﹤0.01%
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642
$3K ﹤0.01%
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643
$3K ﹤0.01%
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644
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66
645
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44
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646
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10
-2
647
$3K ﹤0.01%
104
648
$3K ﹤0.01%
720
649
$3K ﹤0.01%
62
650
$3K ﹤0.01%
+68
24 25
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