PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
1-Year Return
12.41%
This Quarter Return
+0.31%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$481M
AUM Growth
-$1.5M
(-0.31%)
Cap. Flow
+$2.78M
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
50.77%
Holding
1,075
New
45
Increased
174
Reduced
138
Closed
31
Top Buys
| 1 |
iShares Convertible Bond ETF
ICVT
|
+$26.7M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
+$11.6M |
| 3 |
Vanguard Total Bond Market
BND
|
+$1.06M |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$995K |
| 5 |
NVIDIA
NVDA
|
+$935K |
Top Sells
Sector Composition
| 1 | Technology | 12.35% |
| 2 | Communication Services | 4.69% |
| 3 | Consumer Staples | 4.61% |
| 4 | Financials | 3.66% |
| 5 | Healthcare | 3.31% |
