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
$331M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$12.4M
3
+$11.3M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$10.4M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$6M

Top Sells

1
+$34.8M
2
+$2.56M
3
+$2.42M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.12M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.38M

Sector Composition

1 Technology 7.5%
2 Consumer Staples 5.17%
3 Healthcare 3.35%
4 Communication Services 2.81%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
52
-11
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46
628
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60
629
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630
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631
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632
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635
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636
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637
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638
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642
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648
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+12
649
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+8
650
$3K ﹤0.01%
76
24 25
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