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
$331M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$12.4M
3
+$11.3M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$10.4M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$6M

Top Sells

1
+$34.8M
2
+$2.56M
3
+$2.42M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.12M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.38M

Sector Composition

1 Technology 7.5%
2 Consumer Staples 5.17%
3 Healthcare 3.35%
4 Communication Services 2.81%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
29
827
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11
828
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25
-151
829
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100
830
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1,000
831
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63
832
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23
833
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6
834
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835
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7
836
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12
837
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838
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23
839
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840
$1K ﹤0.01%
500
841
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118
842
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843
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844
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36
846
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18
-2
847
$1K ﹤0.01%
32
848
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20
849
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36
850
$1K ﹤0.01%
6
32 33
34
35 36