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
976
$240 ﹤0.01%
12
977
$236 ﹤0.01%
18
978
$231 ﹤0.01%
30
979
$231 ﹤0.01%
50
980
$212 ﹤0.01%
3
981
$206 ﹤0.01%
39
+26
982
$195 ﹤0.01%
10
983
$189 ﹤0.01%
4
984
$186 ﹤0.01%
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985
$186 ﹤0.01%
25
986
$184 ﹤0.01%
13
987
$178 ﹤0.01%
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988
$172 ﹤0.01%
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989
$143 ﹤0.01%
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990
$132 ﹤0.01%
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991
$130 ﹤0.01%
30
992
$121 ﹤0.01%
5
993
$104 ﹤0.01%
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994
$103 ﹤0.01%
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995
$102 ﹤0.01%
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996
$101 ﹤0.01%
20
997
$89 ﹤0.01%
146
998
$86 ﹤0.01%
5
-41
999
$77 ﹤0.01%
3
1000
$77 ﹤0.01%
6
38 39
40
41 42