PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
1-Year Return
12.41%
This Quarter Return
+11.73%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$284M
AUM Growth
+$46.5M
(+20%)
Cap. Flow
+$23.8M
Cap. Flow
% of AUM
8.4%
Top 10 Holdings %
Top 10 Hldgs %
63.84%
Holding
1,006
New
51
Increased
228
Reduced
246
Closed
91
Top Buys
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$8.15M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$4.17M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
+$4.04M |
| 4 |
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
|
+$2.26M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.23M |
Sector Composition
| 1 | Technology | 7.2% |
| 2 | Consumer Staples | 5.42% |
| 3 | Healthcare | 3.57% |
| 4 | Communication Services | 2.84% |
| 5 | Consumer Discretionary | 2.25% |
