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
651
$3K ﹤0.01%
66
652
$3K ﹤0.01%
+42
653
$3K ﹤0.01%
42
-2
654
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10
655
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133
-29
656
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104
657
$3K ﹤0.01%
85
658
$3K ﹤0.01%
720
659
$3K ﹤0.01%
76
660
$2K ﹤0.01%
224
661
$2K ﹤0.01%
36
662
$2K ﹤0.01%
67
663
$2K ﹤0.01%
27
664
$2K ﹤0.01%
41
-322
665
$2K ﹤0.01%
12
666
$2K ﹤0.01%
41
667
$2K ﹤0.01%
42
-3
668
$2K ﹤0.01%
22
669
$2K ﹤0.01%
15
670
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18
671
$2K ﹤0.01%
35
672
$2K ﹤0.01%
32
673
$2K ﹤0.01%
21
674
$2K ﹤0.01%
54
675
$2K ﹤0.01%
351
25 26
27
28 29