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
726
$2K ﹤0.01%
65
-48
727
$2K ﹤0.01%
500
728
$1K ﹤0.01%
19
729
$1K ﹤0.01%
21
730
$1K ﹤0.01%
27
731
$1K ﹤0.01%
2
732
$1K ﹤0.01%
132
-5
733
$1K ﹤0.01%
82
734
$1K ﹤0.01%
14
735
$1K ﹤0.01%
188
736
$1K ﹤0.01%
31
-14
737
$1K ﹤0.01%
15
738
$1K ﹤0.01%
27
739
$1K ﹤0.01%
68
-59
740
$1K ﹤0.01%
7
741
$1K ﹤0.01%
46
742
$1K ﹤0.01%
4
-2
743
$1K ﹤0.01%
6
744
$1K ﹤0.01%
61
745
$1K ﹤0.01%
15
-121
746
$1K ﹤0.01%
28
747
$1K ﹤0.01%
31
748
$1K ﹤0.01%
200
749
$1K ﹤0.01%
38
750
$1K ﹤0.01%
35
-1,243
28 29
30
31 32