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
126
$143K 0.05%
722
+21
127
$140K 0.05%
991
+17
128
$140K 0.05%
774
+724
129
$139K 0.05%
1,657
130
$138K 0.05%
2,121
-273
131
$138K 0.05%
+4,444
132
$133K 0.05%
1,050
-952
133
$129K 0.05%
1,019
+667
134
$128K 0.05%
884
-40
135
$127K 0.04%
12,461
+11,649
136
$124K 0.04%
+3,720
137
$123K 0.04%
1,876
+1,792
138
$123K 0.04%
10,638
+10,381
139
$122K 0.04%
1,964
+919
140
$119K 0.04%
1,339
-144
141
$118K 0.04%
2,339
+1,495
142
$114K 0.04%
4,469
+1,561
143
$108K 0.04%
3,245
+3,087
144
$107K 0.04%
2,728
-98
145
$106K 0.04%
647
+41
146
$106K 0.04%
1,003
+458
147
$105K 0.04%
617
+209
148
$105K 0.04%
1,721
149
$102K 0.04%
735
+159
150
$100K 0.04%
1,139
+245
4 5
6
7 8