Prestige Wealth Management Group LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW Prestige Wealth Management Group LLC | Institutional Filer | ▼ 2.83% | $509.3M | 1123 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1123)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | — | 604K | $53.0M | 10.41% |
| 2 | ICVT | ISHARES TR | — | 298K | $30.3M | 5.95% |
| 3 | BND | VANGUARD BD INDEX FDS | — | 411K | $30.3M | 5.94% |
| 4 | MBB | ISHARES TR | — | 316K | $30.0M | 5.89% |
| 5 | AGGY | WISDOMTREE TR | — | 686K | $29.8M | 5.85% |
| 6 | AAPL | Apple Inc. | Technology | 103K | $26.2M | 5.15% |
| 7 | QGRW | WISDOMTREE TR | — | 359K | $19.2M | 3.77% |
| 8 | XLC | Communication Services Select Sector SPDR Fund | — | 172K | $19.1M | 3.75% |
| 9 | CL | Colgate-Palmolive Company | Consumer Defensive | 147K | $12.5M | 2.46% |
| 10 | XLY | Consumer Discretionary Select Sector SPDR Fund | — | 115K | $12.5M | 2.46% |
| 11 | VTV | VANGUARD INDEX FDS | — | 54K | $10.6M | 2.09% |
| 12 | XLV | Health Care Select Sector SPDR Fund | — | 61K | $9.0M | 1.76% |
| 13 | MSFT | Microsoft Corporation | Technology | 24K | $8.9M | 1.76% |
| 14 | JNJ | Johnson & Johnson | Healthcare | 33K | $8.2M | 1.61% |
| 15 | MDYV | SPDR SERIES TRUST | — | 95K | $8.1M | 1.58% |
Showing 1 to 15 of 1000 holdings