PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$8.95M
3
+$7.89M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.32M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$6.45M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.51%
2 Technology 8.86%
3 Consumer Staples 7.93%
4 Financials 6.9%
5 Consumer Discretionary 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.03%
+217
227
$34K 0.03%
+214
228
$34K 0.03%
+393
229
$34K 0.03%
+193
230
$33K 0.02%
+127
231
$33K 0.02%
+835
232
$33K 0.02%
+449
233
$33K 0.02%
+563
234
$33K 0.02%
+729
235
$33K 0.02%
+381
236
$32K 0.02%
+487
237
$32K 0.02%
+293
238
$32K 0.02%
+260
239
$32K 0.02%
+676
240
$32K 0.02%
+539
241
$32K 0.02%
+639
242
$32K 0.02%
+328
243
$31K 0.02%
+464
244
$31K 0.02%
+350
245
$31K 0.02%
+444
246
$31K 0.02%
+84
247
$30K 0.02%
+150
248
$30K 0.02%
+259
249
$30K 0.02%
+466
250
$30K 0.02%
+444
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