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
251
$30K 0.02%
+214
252
$29K 0.02%
+181
253
$29K 0.02%
+579
254
$29K 0.02%
+736
255
$29K 0.02%
+189
256
$29K 0.02%
+333
257
$28K 0.02%
+328
258
$28K 0.02%
+322
259
$28K 0.02%
+412
260
$28K 0.02%
+374
261
$27K 0.02%
+199
262
$27K 0.02%
+175
263
$27K 0.02%
+142
264
$27K 0.02%
+290
265
$27K 0.02%
+673
266
$27K 0.02%
+753
267
$27K 0.02%
+447
268
$27K 0.02%
+268
269
$26K 0.02%
+310
270
$26K 0.02%
+301
271
$26K 0.02%
+1,993
272
$26K 0.02%
+407
273
$25K 0.02%
+170
274
$25K 0.02%
+235
275
$25K 0.02%
+208
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