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
$490M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.15M
3
+$874K
4
KDP icon
Keurig Dr Pepper
KDP
+$602K
5
VTV icon
Vanguard Value ETF
VTV
+$446K

Top Sells

1
+$11.8M
2
+$1.15M
3
+$1.1M
4
BND icon
Vanguard Total Bond Market
BND
+$919K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$584K

Sector Composition

1 Technology 11.96%
2 Communication Services 4.95%
3 Consumer Staples 4.78%
4 Financials 4.07%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.21K ﹤0.01%
65
+2
827
$1.21K ﹤0.01%
41
-43
828
$1.19K ﹤0.01%
61
829
$1.19K ﹤0.01%
15
830
$1.18K ﹤0.01%
115
831
$1.18K ﹤0.01%
1
832
$1.17K ﹤0.01%
19
833
$1.17K ﹤0.01%
25
834
$1.17K ﹤0.01%
58
-4
835
$1.15K ﹤0.01%
38
836
$1.14K ﹤0.01%
17
-28
837
$1.14K ﹤0.01%
+10
838
$1.1K ﹤0.01%
110
839
$1.08K ﹤0.01%
53
840
$1.08K ﹤0.01%
16
841
$1.08K ﹤0.01%
5
842
$1.07K ﹤0.01%
19
843
$1.04K ﹤0.01%
66
844
$1.04K ﹤0.01%
100
845
$1.04K ﹤0.01%
36
-15
846
$1.02K ﹤0.01%
2
847
$1.02K ﹤0.01%
3
848
$1.01K ﹤0.01%
8
849
$997 ﹤0.01%
9
850
$992 ﹤0.01%
31
32 33
34
35 36