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
351
$17.6K ﹤0.01%
1,843
352
$17.3K ﹤0.01%
313
353
$17.1K ﹤0.01%
52
354
$17.1K ﹤0.01%
66
+15
355
$16.8K ﹤0.01%
67
+8
356
$16.7K ﹤0.01%
102
-23
357
$16.5K ﹤0.01%
100
358
$16.4K ﹤0.01%
121
-20
359
$16.2K ﹤0.01%
381
+17
360
$16.1K ﹤0.01%
461
-162
361
$15.8K ﹤0.01%
244
362
$15.7K ﹤0.01%
92
+13
363
$15.6K ﹤0.01%
110
+1
364
$15.6K ﹤0.01%
97
-14
365
$15.4K ﹤0.01%
624
366
$15.4K ﹤0.01%
493
367
$15.3K ﹤0.01%
202
368
$15.2K ﹤0.01%
90
+26
369
$15.1K ﹤0.01%
185
370
$15K ﹤0.01%
144
371
$15K ﹤0.01%
107
+6
372
$14.7K ﹤0.01%
67
+8
373
$14.7K ﹤0.01%
30
-6
374
$14.7K ﹤0.01%
315
-385
375
$14.6K ﹤0.01%
548
13 14
15
16 17