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
951
$410 ﹤0.01%
+10
952
$398 ﹤0.01%
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953
$396 ﹤0.01%
+2
954
$393 ﹤0.01%
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955
$386 ﹤0.01%
5
956
$380 ﹤0.01%
+5
957
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5
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$375 ﹤0.01%
+7
959
$372 ﹤0.01%
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960
$371 ﹤0.01%
10
961
$362 ﹤0.01%
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962
$352 ﹤0.01%
249
963
$351 ﹤0.01%
+15
964
$348 ﹤0.01%
8
965
$343 ﹤0.01%
3
966
$341 ﹤0.01%
15
967
$336 ﹤0.01%
+525
968
$314 ﹤0.01%
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969
$295 ﹤0.01%
47
970
$277 ﹤0.01%
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971
$271 ﹤0.01%
5
972
$257 ﹤0.01%
5
973
$255 ﹤0.01%
14
974
$252 ﹤0.01%
4
975
$242 ﹤0.01%
263
37 38
39
40 41