PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
1-Year Return
12.41%
This Quarter Return
+9.98%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$440M
AUM Growth
+$35.3M
(+8.7%)
Cap. Flow
-$1.86M
Cap. Flow
% of AUM
-0.42%
Top 10 Holdings %
Top 10 Hldgs %
53.14%
Holding
1,082
New
39
Increased
194
Reduced
240
Closed
63
Top Buys
Top Sells
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$10.4M |
| 2 |
iShares Convertible Bond ETF
ICVT
|
+$1.83M |
| 3 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
+$1.32M |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$1.22M |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.01M |
Sector Composition
| 1 | Technology | 10.8% |
| 2 | Financials | 5.72% |
| 3 | Consumer Staples | 4.46% |
| 4 | Communication Services | 4.35% |
| 5 | Healthcare | 3.63% |
