PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
1-Year Return
12.41%
This Quarter Return
+0.96%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$171M
AUM Growth
+$5.52M
(+3.3%)
Cap. Flow
+$5.17M
Cap. Flow
% of AUM
3.03%
Top 10 Holdings %
Top 10 Hldgs %
53.85%
Holding
672
New
176
Increased
127
Reduced
75
Closed
27
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.52M |
| 2 |
SPDR Gold Trust
GLD
|
$665K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$556K |
| 4 |
Apple
AAPL
|
$521K |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$501K |
Top Sells
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$472K |
| 2 |
Dana Inc
DAN
|
$439K |
| 3 |
MKS Inc. Common Stock
MKSI
|
$407K |
| 4 |
HA
Hawaiian Holdings, Inc.
HA
|
$379K |
| 5 |
Align Technology
ALGN
|
$257K |
Sector Composition
| 1 | Technology | 8.81% |
| 2 | Consumer Staples | 8.38% |
| 3 | Healthcare | 6.09% |
| 4 | Financials | 5.21% |
| 5 | Consumer Discretionary | 2.32% |
