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
$284M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$5.55M
3
+$5.25M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.09M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.15M

Top Sells

1
+$7.98M
2
+$4.16M
3
+$3.77M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$2.21M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.23M

Sector Composition

1 Technology 7.2%
2 Consumer Staples 5.42%
3 Healthcare 3.57%
4 Communication Services 2.84%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
110
-85
827
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100
828
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11
829
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10
-2
830
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3
-6
831
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1
832
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87
833
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834
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835
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5
836
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168
-48
837
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17
838
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839
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12
-8
840
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29
-23
841
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842
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843
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1,000
844
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23
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845
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6
846
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35
-14
847
$1K ﹤0.01%
76
848
$1K ﹤0.01%
7
849
$1K ﹤0.01%
12
850
$1K ﹤0.01%
29
-19
32 33
34
35 36