Instuitional Investor - Prestige Wealth Management Group Llc
Fund Profile
Filing Period:
| Fund Name: | Prestige Wealth Management Group Llc |
| Portfolio Value | $518,241,619 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 625,450 | $55,640,032 | 10.74% | |
| 2. | Ishares Tr - CONV BD ETF | 320,192 | $32,035,210 | 6.18% | |
| 3. | BND | 380,269 | $28,280,606 | 5.46% | |
| 4. | Ishares Tr | 744,649 | $28,132,840 | 5.43% | |
| 5. | Wisdomtree Tr | 634,574 | $28,092,604 | 5.42% |