Instuitional Investor - Prestige Wealth Management Group Llc
Fund Profile
Filing Period:
| Fund Name: | Prestige Wealth Management Group Llc |
| Portfolio Value | $467,858,868 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 631,445 | $50,427,197 | 10.78% | |
| 2. | BND | 389,300 | $28,594,085 | 6.11% | |
| 3. | Wisdomtree Tr | 653,516 | $28,382,213 | 6.07% | |
| 4. | Ishares Tr | 757,203 | $27,872,643 | 5.96% | |
| 5. | Ishares Tr - CONV BD ETF | 318,815 | $26,656,123 | 5.7% |
