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
$391M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.66M
3
+$1.7M
4
PEG icon
Public Service Enterprise Group
PEG
+$935K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$926K

Top Sells

1
+$6.56M
2
+$6.17M
3
+$631K
4
BAC icon
Bank of America
BAC
+$515K
5
BKNG icon
Booking.com
BKNG
+$310K

Sector Composition

1 Technology 8.93%
2 Consumer Staples 4.36%
3 Communication Services 3.85%
4 Healthcare 3.35%
5 Financials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
30
727
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728
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729
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730
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117
+27
731
$3K ﹤0.01%
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732
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733
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734
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735
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736
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737
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738
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739
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740
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741
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742
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29
+8
743
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744
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745
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746
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1,145
747
$3K ﹤0.01%
+43
748
$3K ﹤0.01%
63
749
$3K ﹤0.01%
48
750
$3K ﹤0.01%
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28 29
30
31 32