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
276
$25K 0.02%
+400
277
$24K 0.02%
+1,800
278
$24K 0.02%
+1,265
279
$23K 0.02%
+339
280
$23K 0.02%
+500
281
$23K 0.02%
+284
282
$23K 0.02%
+220
283
$23K 0.02%
+510
284
$22K 0.02%
+165
285
$22K 0.02%
+604
286
$22K 0.02%
+149
287
$22K 0.02%
+348
288
$22K 0.02%
+463
289
$22K 0.02%
+650
290
$22K 0.02%
+1,560
291
$22K 0.02%
+359
292
$22K 0.02%
+491
293
$22K 0.02%
+164
294
$21K 0.02%
+164
295
$21K 0.02%
+670
296
$21K 0.02%
+205
297
$21K 0.02%
+72
298
$21K 0.02%
+128
299
$21K 0.02%
+908
300
$21K 0.02%
+246
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