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%
46
727
$3K ﹤0.01%
35
728
$3K ﹤0.01%
181
729
$3K ﹤0.01%
42
-5
730
$3K ﹤0.01%
29
+14
731
$3K ﹤0.01%
18
732
$3K ﹤0.01%
57
733
$3K ﹤0.01%
48
734
$3K ﹤0.01%
65
+3
735
$3K ﹤0.01%
10
736
$3K ﹤0.01%
283
-2
737
$3K ﹤0.01%
+160
738
$3K ﹤0.01%
28
+9
739
$3K ﹤0.01%
15
-5
740
$3K ﹤0.01%
92
741
$3K ﹤0.01%
176
742
$3K ﹤0.01%
15
743
$3K ﹤0.01%
13
744
$3K ﹤0.01%
30
745
$3K ﹤0.01%
6
746
$3K ﹤0.01%
58
747
$3K ﹤0.01%
57
748
$3K ﹤0.01%
117
+27
749
$3K ﹤0.01%
24
750
$3K ﹤0.01%
72
28 29
30
31 32