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
326
$18K 0.01%
+270
327
$18K 0.01%
+248
328
$18K 0.01%
+267
329
$18K 0.01%
+181
330
$18K 0.01%
+1,266
331
$18K 0.01%
+521
332
$18K 0.01%
+380
333
$18K 0.01%
+364
334
$17K 0.01%
+58
335
$17K 0.01%
+10
336
$17K 0.01%
+225
337
$17K 0.01%
+825
338
$17K 0.01%
+240
339
$17K 0.01%
+344
340
$17K 0.01%
+134
341
$17K 0.01%
+735
342
$17K 0.01%
+448
343
$17K 0.01%
+170
344
$17K 0.01%
+236
345
$17K 0.01%
+169
346
$17K 0.01%
+575
347
$16K 0.01%
+1,123
348
$16K 0.01%
+200
349
$16K 0.01%
+400
350
$16K 0.01%
+217
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