PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.15M
3
+$874K
4
KDP icon
Keurig Dr Pepper
KDP
+$602K
5
VTV icon
Vanguard Value ETF
VTV
+$446K

Top Sells

1
+$11.8M
2
+$1.15M
3
+$1.1M
4
BND icon
Vanguard Total Bond Market
BND
+$919K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$584K

Sector Composition

1 Technology 11.96%
2 Communication Services 4.95%
3 Consumer Staples 4.78%
4 Financials 4.07%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.63K ﹤0.01%
24
-46
777
$1.6K ﹤0.01%
33
778
$1.6K ﹤0.01%
11
779
$1.59K ﹤0.01%
189
780
$1.58K ﹤0.01%
29
+6
781
$1.57K ﹤0.01%
53
782
$1.57K ﹤0.01%
+349
783
$1.56K ﹤0.01%
+37
784
$1.56K ﹤0.01%
60
+45
785
$1.55K ﹤0.01%
21
786
$1.53K ﹤0.01%
11
787
$1.51K ﹤0.01%
+185
788
$1.5K ﹤0.01%
342
789
$1.49K ﹤0.01%
37
790
$1.49K ﹤0.01%
12
791
$1.49K ﹤0.01%
68
792
$1.48K ﹤0.01%
23
793
$1.45K ﹤0.01%
11
794
$1.45K ﹤0.01%
17
795
$1.45K ﹤0.01%
+14
796
$1.43K ﹤0.01%
10
797
$1.43K ﹤0.01%
270
798
$1.42K ﹤0.01%
64
-44
799
$1.41K ﹤0.01%
30
800
$1.41K ﹤0.01%
28
+21
30 31
32
33 34