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
251
$44.1K 0.01%
776
252
$44K 0.01%
500
253
$43.1K 0.01%
459
+73
254
$42.9K 0.01%
717
+14
255
$42.8K 0.01%
937
256
$42.4K 0.01%
284
-6
257
$42.3K 0.01%
850
258
$41.9K 0.01%
103
-6
259
$41.2K 0.01%
713
-99
260
$41.1K 0.01%
431
-20
261
$40.2K 0.01%
343
262
$39.6K 0.01%
176
263
$39.2K 0.01%
379
-15
264
$38.5K 0.01%
102
265
$38.2K 0.01%
545
266
$37.3K 0.01%
647
267
$37.2K 0.01%
312
268
$37.1K 0.01%
143
-35
269
$37K 0.01%
511
+62
270
$36.8K 0.01%
365
271
$36.5K 0.01%
1,686
272
$36.4K 0.01%
2,523
-62
273
$35.6K 0.01%
191
274
$35.5K 0.01%
470
-58
275
$35.4K 0.01%
712
-14
9 10
11
12 13