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
651
$3K ﹤0.01%
76
652
$3K ﹤0.01%
66
653
$3K ﹤0.01%
42
-2
654
$3K ﹤0.01%
10
655
$3K ﹤0.01%
133
-29
656
$3K ﹤0.01%
104
657
$3K ﹤0.01%
85
658
$3K ﹤0.01%
720
659
$3K ﹤0.01%
76
660
$2K ﹤0.01%
11
661
$2K ﹤0.01%
15
662
$2K ﹤0.01%
18
663
$2K ﹤0.01%
35
664
$2K ﹤0.01%
32
665
$2K ﹤0.01%
21
666
$2K ﹤0.01%
54
667
$2K ﹤0.01%
351
668
$2K ﹤0.01%
64
669
$2K ﹤0.01%
79
670
$2K ﹤0.01%
60
671
$2K ﹤0.01%
53
672
$2K ﹤0.01%
27
+12
673
$2K ﹤0.01%
100
674
$2K ﹤0.01%
64
675
$2K ﹤0.01%
38
25 26
27
28 29