PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$468M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.12M
3
+$1.69M
4
BND icon
Vanguard Total Bond Market
BND
+$1.66M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.58M

Top Sells

1
+$12M
2
+$2.21M
3
+$2.08M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.46M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.41M

Sector Composition

1 Technology 10.93%
2 Consumer Staples 4.86%
3 Communication Services 4.66%
4 Financials 3.93%
5 Healthcare 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2.44K ﹤0.01%
14
702
$2.41K ﹤0.01%
107
703
$2.36K ﹤0.01%
28
704
$2.35K ﹤0.01%
50
-50
705
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706
$2.32K ﹤0.01%
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707
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-1
708
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709
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710
$2.29K ﹤0.01%
37
-35
711
$2.29K ﹤0.01%
4
712
$2.26K ﹤0.01%
4
713
$2.25K ﹤0.01%
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-32
714
$2.25K ﹤0.01%
411
715
$2.25K ﹤0.01%
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716
$2.22K ﹤0.01%
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$2.21K ﹤0.01%
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718
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-9
719
$2.21K ﹤0.01%
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-8
720
$2.18K ﹤0.01%
175
721
$2.18K ﹤0.01%
76
722
$2.17K ﹤0.01%
87
723
$2.16K ﹤0.01%
19
724
$2.16K ﹤0.01%
25
725
$2.16K ﹤0.01%
87
27 28
29
30 31