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
851
$1K ﹤0.01%
27
852
$1K ﹤0.01%
2
853
$1K ﹤0.01%
14
854
$1K ﹤0.01%
14
855
$1K ﹤0.01%
22
856
$1K ﹤0.01%
32
857
$1K ﹤0.01%
27
858
$1K ﹤0.01%
19
859
$1K ﹤0.01%
61
860
$1K ﹤0.01%
16
861
$1K ﹤0.01%
68
862
$1K ﹤0.01%
7
863
$1K ﹤0.01%
34
864
$1K ﹤0.01%
46
865
$1K ﹤0.01%
27
866
$1K ﹤0.01%
4
867
$1K ﹤0.01%
6
868
$1K ﹤0.01%
61
869
$1K ﹤0.01%
15
870
$1K ﹤0.01%
+118
871
$1K ﹤0.01%
28
872
$1K ﹤0.01%
31
873
– –
-46
874
$0 ﹤0.01%
11
875
$0 ﹤0.01%
8
33 34
35
36 37