PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
1-Year Return
12.41%
This Quarter Return
+6.37%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$384M
AUM Growth
+$27.7M
(+7.8%)
Cap. Flow
+$4.87M
Cap. Flow
% of AUM
1.27%
Top 10 Holdings %
Top 10 Hldgs %
51.33%
Holding
1,199
New
136
Increased
323
Reduced
245
Closed
55
Top Buys
| 1 |
Real Estate Select Sector SPDR Fund
XLRE
|
$9.4M |
| 2 |
Apple
AAPL
|
$2.73M |
| 3 |
Microsoft
MSFT
|
$2.51M |
| 4 |
Amazon
AMZN
|
$1.9M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.48M |
Top Sells
| 1 |
Materials Select Sector SPDR Fund
XLB
|
$9.39M |
| 2 |
IQ MacKay Municipal Intermediate ETF
MMIT
|
$1.91M |
| 3 |
Procter & Gamble
PG
|
$1.56M |
| 4 |
UnitedHealth
UNH
|
$1.17M |
| 5 |
PepsiCo
PEP
|
$1.09M |
Sector Composition
| 1 | Technology | 10.15% |
| 2 | Consumer Staples | 5.37% |
| 3 | Healthcare | 4.54% |
| 4 | Consumer Discretionary | 4.03% |
| 5 | Financials | 3.33% |
