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
726
$2K ﹤0.01%
65
-48
727
$2K ﹤0.01%
500
728
$1K ﹤0.01%
7
729
$1K ﹤0.01%
46
730
$1K ﹤0.01%
27
731
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4
-2
732
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6
733
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734
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15
-121
735
$1K ﹤0.01%
28
736
$1K ﹤0.01%
31
737
$1K ﹤0.01%
200
738
$1K ﹤0.01%
38
739
$1K ﹤0.01%
35
-1,243
740
$1K ﹤0.01%
18
-8
741
$1K ﹤0.01%
7
742
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743
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-16
744
$1K ﹤0.01%
65
745
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7
-5
746
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12
747
$1K ﹤0.01%
27
748
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13
749
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14
-7
750
$1K ﹤0.01%
33
28 29
30
31 32