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Home > Institutional Investor > Prestige Wealth Management Group Llc > Profile

Instuitional Investor - Prestige Wealth Management Group Llc

Fund Profile
Filing Period:
Fund Name: Prestige Wealth Management Group Llc
Portfolio Value $550,844,515
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 605,899 $57,936,062 10.52%
2.
Ishares Tr - MBS ETF
 361,979 $34,214,256 6.21%
3.
Apple Inc.
 AAPL 106,001 $30,672,458 5.57%
4.
Ishares Tr
 818,912 $30,316,123 5.5%
5.
Vanguard Bond Index Funds
 BND 409,324 $30,048,475 5.45%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.