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
376
$14K 0.01%
+203
377
$14K 0.01%
+193
378
$14K 0.01%
+448
379
$14K 0.01%
+328
380
$14K 0.01%
+138
381
$14K 0.01%
+770
382
$14K 0.01%
+321
383
$14K 0.01%
+2,181
384
$14K 0.01%
+289
385
$14K 0.01%
+140
386
$13K 0.01%
+872
387
$13K 0.01%
+351
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%
+1,802
397
$12K 0.01%
+221
398
$12K 0.01%
+62
399
$12K 0.01%
+264
400
$12K 0.01%
+153
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