PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
1-Year Return
12.41%
This Quarter Return
-0.33%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$391M
AUM Growth
+$14M
(+3.7%)
Cap. Flow
+$16M
Cap. Flow
% of AUM
4.1%
Top 10 Holdings %
Top 10 Hldgs %
58.36%
Holding
1,079
New
40
Increased
293
Reduced
76
Closed
28
Top Buys
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
+$6.56M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$6.17M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$631K |
| 4 |
Bank of America
BAC
|
+$515K |
| 5 |
Booking.com
BKNG
|
+$310K |
Sector Composition
| 1 | Technology | 8.93% |
| 2 | Consumer Staples | 4.36% |
| 3 | Communication Services | 3.85% |
| 4 | Healthcare | 3.35% |
| 5 | Financials | 2.77% |
