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
276
$35.3K 0.01%
298
+43
277
$35.1K 0.01%
171
+31
278
$35K 0.01%
304
-11
279
$34.8K 0.01%
1,000
280
$34.6K 0.01%
314
-15
281
$34.5K 0.01%
386
282
$34.2K 0.01%
410
283
$32.9K 0.01%
82
+9
284
$32.7K 0.01%
625
285
$32.2K 0.01%
1,400
286
$31.9K 0.01%
9
287
$31.8K 0.01%
200
+18
288
$31.8K 0.01%
225
-35
289
$31.8K 0.01%
243
+50
290
$31.5K 0.01%
483
+55
291
$31.2K 0.01%
215
+5
292
$31K 0.01%
1,675
-306
293
$30.7K 0.01%
426
-144,367
294
$30.6K 0.01%
1,800
295
$29.8K 0.01%
219
296
$29.2K 0.01%
55
-18
297
$29K 0.01%
200
298
$28.9K 0.01%
106
299
$28.6K 0.01%
240
300
$28.5K 0.01%
450
-60
10 11
12
13 14