PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$468M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.12M
3
+$1.69M
4
BND icon
Vanguard Total Bond Market
BND
+$1.66M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.58M

Top Sells

1
+$12M
2
+$2.21M
3
+$2.08M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.46M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.41M

Sector Composition

1 Technology 10.93%
2 Consumer Staples 4.86%
3 Communication Services 4.66%
4 Financials 3.93%
5 Healthcare 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.64K ﹤0.01%
33
777
$1.64K ﹤0.01%
30
778
$1.63K ﹤0.01%
24
779
$1.62K ﹤0.01%
53
780
$1.62K ﹤0.01%
33
781
$1.6K ﹤0.01%
23
782
$1.57K ﹤0.01%
50
783
$1.57K ﹤0.01%
65
784
$1.57K ﹤0.01%
16
785
$1.56K ﹤0.01%
51
786
$1.55K ﹤0.01%
68
787
$1.55K ﹤0.01%
50
788
$1.55K ﹤0.01%
90
789
$1.55K ﹤0.01%
23
+17
790
$1.5K ﹤0.01%
28
791
$1.48K ﹤0.01%
37
792
$1.48K ﹤0.01%
+38
793
$1.46K ﹤0.01%
+140
794
$1.43K ﹤0.01%
17
795
$1.42K ﹤0.01%
5
796
$1.39K ﹤0.01%
24
797
$1.39K ﹤0.01%
139
798
$1.39K ﹤0.01%
14
799
$1.37K ﹤0.01%
15
800
$1.34K ﹤0.01%
26
30 31
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33 34