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
351
$16K 0.01%
+266
352
$16K 0.01%
+97
353
$16K 0.01%
+242
354
$16K 0.01%
+248
355
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+99
356
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+159
357
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+274
358
$16K 0.01%
+273
359
$16K 0.01%
+907
360
$15K 0.01%
+61
361
$15K 0.01%
+38
362
$15K 0.01%
+110
363
$15K 0.01%
+340
364
$15K 0.01%
+415
365
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366
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+390
367
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368
$15K 0.01%
+88
369
$15K 0.01%
+126
370
$15K 0.01%
+710
371
$15K 0.01%
+1,000
372
$15K 0.01%
+600
373
$14K 0.01%
+705
374
$14K 0.01%
+334
375
$14K 0.01%
+278
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