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
151
$99K 0.03%
1,016
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152
$99K 0.03%
528
153
$98K 0.03%
2,029
154
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155
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156
$95K 0.03%
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157
$95K 0.03%
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158
$94K 0.03%
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159
$93K 0.03%
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160
$92K 0.03%
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161
$91K 0.03%
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162
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163
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164
$90K 0.03%
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165
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1,525
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174
$83K 0.03%
1,009
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175
$81K 0.03%
3,483
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