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
$440M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$864K
3
+$718K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$451K
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$331K

Top Sells

1
+$10.4M
2
+$1.83M
3
+$1.32M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.22M
5
BND icon
Vanguard Total Bond Market
BND
+$1.01M

Sector Composition

1 Technology 10.8%
2 Financials 5.72%
3 Consumer Staples 4.46%
4 Communication Services 4.35%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62.5K 0.01%
131
227
$62.1K 0.01%
615
228
$59.7K 0.01%
361
229
$59K 0.01%
730
-1
230
$59K 0.01%
1,943
-54
231
$57.9K 0.01%
1,614
232
$56.7K 0.01%
588
-35
233
$56.5K 0.01%
941
+10
234
$56.5K 0.01%
381
+23
235
$56.2K 0.01%
4,610
-203
236
$55.9K 0.01%
611
+30
237
$54.6K 0.01%
447
238
$53.2K 0.01%
278
-36
239
$52.7K 0.01%
223
+4
240
$51.1K 0.01%
750
241
$49.5K 0.01%
1,135
-244
242
$48.8K 0.01%
1,333
243
$47.8K 0.01%
227
-96
244
$47.7K 0.01%
854
245
$47.6K 0.01%
1,074
246
$46.1K 0.01%
844
247
$46K 0.01%
1,273
+109
248
$44.8K 0.01%
586
+87
249
$44.3K 0.01%
389
250
$44.2K 0.01%
191
-23
8 9
10
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