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
176
$81K 0.03%
3,097
+129
177
$77K 0.03%
675
+295
178
$76K 0.03%
749
-22,240
179
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289
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180
$74K 0.03%
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181
$71K 0.03%
304
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182
$71K 0.03%
1,461
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183
$71K 0.03%
407
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184
$71K 0.03%
1,807
185
$71K 0.03%
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186
$70K 0.02%
6,273
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187
$69K 0.02%
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188
$69K 0.02%
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189
$68K 0.02%
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190
$66K 0.02%
915
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191
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192
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195
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66
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196
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414
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1,118
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199
$59K 0.02%
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200
$59K 0.02%
1,412
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