PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
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
+$18.7M
2
+$12.7M
3
+$11.2M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$10.4M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$5.99M

Top Sells

1
+$34.8M
2
+$2.59M
3
+$2.45M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.13M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.4M

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%
1
827
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87
828
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11
829
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29
830
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5
831
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832
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60
-150
833
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834
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835
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836
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25
-151
837
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100
838
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1,000
839
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63
840
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23
841
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6
842
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843
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844
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845
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846
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23
847
$1K ﹤0.01%
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848
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500
849
$1K ﹤0.01%
118
850
$1K ﹤0.01%
19
32 33
34
35 36