PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
1-Year Return
12.41%
This Quarter Return
+8.48%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$365M
AUM Growth
+$33.8M
(+10%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
3.31%
Top 10 Holdings %
Top 10 Hldgs %
58.65%
Holding
1,079
New
175
Increased
264
Reduced
272
Closed
51
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
+$6.3M |
| 2 |
Vanguard Growth ETF
VUG
|
+$5.35M |
| 3 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
+$2.5M |
| 4 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$2.24M |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$2.15M |
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
+$3.77M |
| 2 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
+$3.1M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$2.23M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$2.01M |
| 5 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
+$1.42M |
Sector Composition
| 1 | Technology | 7.82% |
| 2 | Consumer Staples | 4.99% |
| 3 | Communication Services | 3.5% |
| 4 | Healthcare | 3.13% |
| 5 | Consumer Discretionary | 2.66% |
