PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
+$9.4M
2
+$9.4M
3
+$7.89M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.33M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$6.41M

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
376
$14K 0.01%
+193
377
$14K 0.01%
+328
378
$14K 0.01%
+448
379
$14K 0.01%
+138
380
$14K 0.01%
+770
381
$14K 0.01%
+321
382
$14K 0.01%
+2,181
383
$14K 0.01%
+289
384
$14K 0.01%
+140
385
$14K 0.01%
+705
386
$13K 0.01%
+1,802
387
$13K 0.01%
+872
388
$13K 0.01%
+640
389
$13K 0.01%
+171
390
$13K 0.01%
+1,400
391
$13K 0.01%
+296
392
$13K 0.01%
+333
393
$13K 0.01%
+115
394
$13K 0.01%
+2,657
395
$13K 0.01%
+320
396
$13K 0.01%
+351
397
$12K 0.01%
+264
398
$12K 0.01%
+153
399
$12K 0.01%
+325
400
$12K 0.01%
+420
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