Instuitional Investor - Prestige Wealth Management Group Llc
Fund Profile
Filing Period:
| Fund Name: | Prestige Wealth Management Group Llc |
| Portfolio Value | $490,731,418 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 642,467 | $53,800,186 | 10.96% | |
| 2. | Ishares Tr - CONV BD ETF | 316,618 | $28,527,282 | 5.81% | |
| 3. | BND | 376,659 | $27,733,403 | 5.65% | |
| 4. | Wisdomtree Tr | 628,018 | $27,400,439 | 5.58% | |
| 5. | Ishares Tr | 725,945 | $27,230,197 | 5.55% |
