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
376
$14.5K ﹤0.01%
18
377
$14.3K ﹤0.01%
82
+70
378
$14.3K ﹤0.01%
430
+8
379
$14.3K ﹤0.01%
31
380
$14.3K ﹤0.01%
261
381
$14K ﹤0.01%
138
382
$14K ﹤0.01%
34
-2
383
$13.9K ﹤0.01%
100
384
$13.9K ﹤0.01%
231
385
$13.8K ﹤0.01%
468
-23
386
$13.6K ﹤0.01%
597
-160
387
$13.6K ﹤0.01%
132
-7
388
$13.4K ﹤0.01%
87
389
$13.4K ﹤0.01%
43
390
$13.3K ﹤0.01%
310
-20
391
$13.3K ﹤0.01%
274
392
$13.3K ﹤0.01%
423
393
$13.2K ﹤0.01%
200
394
$13.1K ﹤0.01%
95
+25
395
$13.1K ﹤0.01%
289
+7
396
$13.1K ﹤0.01%
600
397
$13K ﹤0.01%
101
-2
398
$12.9K ﹤0.01%
29
399
$12.9K ﹤0.01%
192
400
$12.9K ﹤0.01%
356
14 15
16
17 18