PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$5.88M
3
+$5.83M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.15M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.19M

Top Sells

1
+$8.15M
2
+$4.17M
3
+$4.04M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$2.26M
5
IEF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$196K 0.07%
660
-2,356
102
$194K 0.07%
630
+152
103
$192K 0.07%
624
-120
104
$189K 0.07%
881
+214
105
$187K 0.07%
+9,676
106
$184K 0.06%
1,872
+1,187
107
$179K 0.06%
955
-555
108
$179K 0.06%
1,593
-1,207
109
$177K 0.06%
2,312
-137
110
$177K 0.06%
+6,300
111
$176K 0.06%
1,334
-34
112
$171K 0.06%
1,272
-279
113
$165K 0.06%
235
+35
114
$164K 0.06%
2,365
+2,288
115
$157K 0.06%
2,737
116
$154K 0.05%
3,439
+145
117
$154K 0.05%
2,017
-2,895
118
$152K 0.05%
1,173
+747
119
$151K 0.05%
2,964
-521
120
$150K 0.05%
818
+59
121
$148K 0.05%
1,102
+629
122
$147K 0.05%
5,471
+5,337
123
$146K 0.05%
717
+654
124
$146K 0.05%
4,911
+478
125
$145K 0.05%
858
+634
3 4
5
6 7