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
$284M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$5.88M
3
+$5.83M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.15M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.19M

Top Sells

1
+$8.15M
2
+$4.17M
3
+$4.04M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$2.26M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.23M

Sector Composition

1 Technology 7.2%
2 Consumer Staples 5.42%
3 Healthcare 3.57%
4 Communication Services 2.84%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
31
677
$2K ﹤0.01%
36
-153
678
$2K ﹤0.01%
23
679
$2K ﹤0.01%
9
680
$2K ﹤0.01%
67
681
$2K ﹤0.01%
11
682
$2K ﹤0.01%
34
683
$2K ﹤0.01%
+20
684
$2K ﹤0.01%
44
685
$2K ﹤0.01%
89
686
$2K ﹤0.01%
173
687
$2K ﹤0.01%
66
688
$2K ﹤0.01%
24
-17
689
$2K ﹤0.01%
+15
690
$2K ﹤0.01%
51
691
$2K ﹤0.01%
64
+11
692
$2K ﹤0.01%
38
693
$2K ﹤0.01%
63
694
$2K ﹤0.01%
+54
695
$2K ﹤0.01%
68
696
$2K ﹤0.01%
75
697
$2K ﹤0.01%
50
698
$2K ﹤0.01%
500
699
$2K ﹤0.01%
30
700
$2K ﹤0.01%
77
26 27
28
29 30