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
$391M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$6.99M
3
+$1.77M
4
PEG icon
Public Service Enterprise Group
PEG
+$958K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$928K

Top Sells

1
+$6.78M
2
+$6.41M
3
+$633K
4
BAC icon
Bank of America
BAC
+$488K
5
BKNG icon
Booking.com
BKNG
+$298K

Sector Composition

1 Technology 8.85%
2 Consumer Staples 4.36%
3 Communication Services 3.85%
4 Healthcare 3.35%
5 Financials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2K ﹤0.01%
237
+131
827
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186
828
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68
829
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43
830
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35
+20
831
$2K ﹤0.01%
16
832
$2K ﹤0.01%
43
833
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32
-34
834
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19
835
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+500
836
$2K ﹤0.01%
7
+2
837
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6
838
$2K ﹤0.01%
12
839
$2K ﹤0.01%
42
840
$2K ﹤0.01%
46
841
$2K ﹤0.01%
18
842
$2K ﹤0.01%
64
843
$2K ﹤0.01%
35
844
$2K ﹤0.01%
18
845
$2K ﹤0.01%
52
-46
846
$2K ﹤0.01%
32
847
$2K ﹤0.01%
3
848
$1K ﹤0.01%
19
849
$1K ﹤0.01%
3
850
$1K ﹤0.01%
7
32 33
34
35 36