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
$391M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.66M
3
+$1.7M
4
PEG icon
Public Service Enterprise Group
PEG
+$935K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$926K

Top Sells

1
+$6.56M
2
+$6.17M
3
+$631K
4
BAC icon
Bank of America
BAC
+$515K
5
BKNG icon
Booking.com
BKNG
+$310K

Sector Composition

1 Technology 8.93%
2 Consumer Staples 4.36%
3 Communication Services 3.85%
4 Healthcare 3.35%
5 Financials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$83K 0.02%
654
+3
202
$83K 0.02%
3,797
+660
203
$83K 0.02%
530
+33
204
$83K 0.02%
234
+44
205
$83K 0.02%
2,999
-14
206
$83K 0.02%
236
207
$82K 0.02%
639
+272
208
$80K 0.02%
1,453
+500
209
$80K 0.02%
2,166
+1,845
210
$79K 0.02%
403
+3
211
$78K 0.02%
447
+71
212
$77K 0.02%
364
+158
213
$77K 0.02%
2,245
214
$77K 0.02%
3,575
-299
215
$76K 0.02%
781
+167
216
$76K 0.02%
501
217
$76K 0.02%
973
+50
218
$74K 0.02%
1,943
219
$74K 0.02%
604
220
$73K 0.02%
1,044
+620
221
$73K 0.02%
1,810
+46
222
$73K 0.02%
797
+55
223
$71K 0.02%
1,925
+1,741
224
$71K 0.02%
1,070
+173
225
$69K 0.02%
625
7 8
9
10 11