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
301
$21K 0.02%
+1,843
302
$21K 0.02%
+125
303
$20K 0.01%
+202
304
$20K 0.01%
+669
305
$20K 0.01%
+186
306
$20K 0.01%
+267
307
$20K 0.01%
+68
308
$20K 0.01%
+275
309
$20K 0.01%
+97
310
$20K 0.01%
+352
311
$20K 0.01%
+168
312
$20K 0.01%
+245
313
$19K 0.01%
+151
314
$19K 0.01%
+528
315
$19K 0.01%
+111
316
$19K 0.01%
+220
317
$19K 0.01%
+169
318
$19K 0.01%
+300
319
$19K 0.01%
+290
320
$19K 0.01%
+155
321
$19K 0.01%
+212
322
$18K 0.01%
+84
323
$18K 0.01%
+716
324
$18K 0.01%
+2,398
325
$18K 0.01%
+484
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