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

Top Buys

1
+$18.7M
2
+$12.7M
3
+$11.2M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$10.4M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$5.99M

Top Sells

1
+$34.8M
2
+$2.59M
3
+$2.45M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.13M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.4M

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%
275
627
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27
+14
628
$3K ﹤0.01%
72
629
$3K ﹤0.01%
143
630
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52
-11
631
$3K ﹤0.01%
46
632
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60
633
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57
634
$3K ﹤0.01%
60
635
$3K ﹤0.01%
87
636
$3K ﹤0.01%
69
637
$3K ﹤0.01%
109
638
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50
639
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95
640
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641
$3K ﹤0.01%
381
642
$3K ﹤0.01%
+99
643
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+10
644
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180
645
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46
-8
646
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21
647
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31
648
$3K ﹤0.01%
120
649
$3K ﹤0.01%
+12
650
$3K ﹤0.01%
23
+8
24 25
26
27 28