PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
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
+$6.87M
2
+$6.66M
3
+$1.7M
4
PEG icon
Public Service Enterprise Group
PEG
+$935K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$926K

Top Sells

1
+$6.56M
2
+$6.17M
3
+$631K
4
BAC icon
Bank of America
BAC
+$515K
5
BKNG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1K ﹤0.01%
20
902
$1K ﹤0.01%
3
903
$1K ﹤0.01%
5
904
$1K ﹤0.01%
12
905
$1K ﹤0.01%
14
906
$1K ﹤0.01%
19
907
$1K ﹤0.01%
46
908
$1K ﹤0.01%
16
909
$1K ﹤0.01%
7
910
$1K ﹤0.01%
4
911
$1K ﹤0.01%
+6
912
$1K ﹤0.01%
14
913
$1K ﹤0.01%
19
914
$1K ﹤0.01%
4
915
$1K ﹤0.01%
+31
916
$1K ﹤0.01%
19
917
$1K ﹤0.01%
3
918
$1K ﹤0.01%
7
919
$1K ﹤0.01%
170
920
$1K ﹤0.01%
19
921
$1K ﹤0.01%
6
-21
922
$1K ﹤0.01%
70
923
$1K ﹤0.01%
64
924
$1K ﹤0.01%
15
925
$1K ﹤0.01%
21
-200
35 36
37
38 39