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
$284M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$5.55M
3
+$5.25M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.09M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.15M

Top Sells

1
+$7.98M
2
+$4.16M
3
+$3.77M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$2.21M
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%
+22
677
$2K ﹤0.01%
31
678
$2K ﹤0.01%
50
679
$2K ﹤0.01%
+62
680
$2K ﹤0.01%
34
681
$2K ﹤0.01%
178
682
$2K ﹤0.01%
104
-6
683
$2K ﹤0.01%
43
684
$2K ﹤0.01%
+73
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%
100
691
$2K ﹤0.01%
51
692
$2K ﹤0.01%
64
+11
693
$2K ﹤0.01%
38
694
$2K ﹤0.01%
63
695
$2K ﹤0.01%
+54
696
$2K ﹤0.01%
68
697
$2K ﹤0.01%
75
698
$2K ﹤0.01%
50
699
$2K ﹤0.01%
500
700
$2K ﹤0.01%
30
26 27
28
29 30