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
901
$711 ﹤0.01%
12
902
$683 ﹤0.01%
9
903
$682 ﹤0.01%
19
904
$667 ﹤0.01%
3
905
$667 ﹤0.01%
4
906
$659 ﹤0.01%
2
907
$652 ﹤0.01%
8
908
$646 ﹤0.01%
11
909
$625 ﹤0.01%
345
910
$625 ﹤0.01%
19
911
$612 ﹤0.01%
3
912
$586 ﹤0.01%
22
913
$570 ﹤0.01%
3
914
$570 ﹤0.01%
99
915
$566 ﹤0.01%
12
916
$564 ﹤0.01%
61
917
$559 ﹤0.01%
9
918
$558 ﹤0.01%
21
919
$556 ﹤0.01%
4
920
$541 ﹤0.01%
36
921
$538 ﹤0.01%
62
-33
922
$532 ﹤0.01%
49
923
$531 ﹤0.01%
9
-5
924
$523 ﹤0.01%
8
925
$519 ﹤0.01%
5
35 36
37
38 39