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
Health Care Select Sector SPDR Fund
XLV
+$4.15M
5
XLF icon
Financial Select Sector SPDR Fund
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
51
$585K 0.21%
10,876
+40
52
$568K 0.2%
23,915
+10,373
53
$567K 0.2%
2,953
-1,018
54
$544K 0.19%
3,167
-730
55
$541K 0.19%
3,031
-992
56
$505K 0.18%
3,089
57
$485K 0.17%
3,795
+403
58
$473K 0.17%
7,656
+5,557
59
$472K 0.17%
16,849
-120
60
$463K 0.16%
2,512
+621
61
$459K 0.16%
4,113
+146
62
$454K 0.16%
10,102
+230
63
$448K 0.16%
1,520
-538
64
$442K 0.16%
1,830
+1,751
65
$440K 0.16%
7,510
-71,209
66
$426K 0.15%
2,138
+2,031
67
$416K 0.15%
13,422
-405
68
$412K 0.15%
24,642
-62,409
69
$405K 0.14%
1,109
+152
70
$389K 0.14%
7,048
-1,238
71
$386K 0.14%
6,257
+4,938
72
$386K 0.14%
2,010
+1,971
73
$362K 0.13%
1,901
+227
74
$361K 0.13%
4,905
+1,649
75
$355K 0.13%
3,209
1 2
3
4 5