PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$468M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.12M
3
+$1.69M
4
BND icon
Vanguard Total Bond Market
BND
+$1.66M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.58M

Top Sells

1
+$12M
2
+$2.21M
3
+$2.08M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.46M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.41M

Sector Composition

1 Technology 10.93%
2 Consumer Staples 4.86%
3 Communication Services 4.66%
4 Financials 3.93%
5 Healthcare 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$825 ﹤0.01%
15
877
$823 ﹤0.01%
6
878
$815 ﹤0.01%
156
879
$804 ﹤0.01%
15
880
$797 ﹤0.01%
23
881
$794 ﹤0.01%
+69
882
$792 ﹤0.01%
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883
$792 ﹤0.01%
100
884
$791 ﹤0.01%
3
885
$786 ﹤0.01%
5
886
$773 ﹤0.01%
75
887
$768 ﹤0.01%
+17
888
$766 ﹤0.01%
5
889
$747 ﹤0.01%
16
890
$745 ﹤0.01%
6
891
$738 ﹤0.01%
348
892
$736 ﹤0.01%
15
893
$735 ﹤0.01%
49
894
$732 ﹤0.01%
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895
$724 ﹤0.01%
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$722 ﹤0.01%
+54
897
$722 ﹤0.01%
17
898
$718 ﹤0.01%
5
899
$716 ﹤0.01%
42
900
$711 ﹤0.01%
6
34 35
36
37 38