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
401
$12K 0.01%
+325
402
$12K 0.01%
+420
403
$12K 0.01%
+1,266
404
$12K 0.01%
+410
405
$12K 0.01%
+149
406
$12K 0.01%
+1,000
407
$12K 0.01%
+442
408
$11K 0.01%
+127
409
$11K 0.01%
+318
410
$11K 0.01%
+259
411
$11K 0.01%
+43
412
$11K 0.01%
+92
413
$11K 0.01%
+72
414
$11K 0.01%
+167
415
$11K 0.01%
+2,724
416
$11K 0.01%
+616
417
$11K 0.01%
+462
418
$11K 0.01%
+190
419
$11K 0.01%
+237
420
$11K 0.01%
+5,637
421
$11K 0.01%
+189
422
$11K 0.01%
+797
423
$11K 0.01%
+223
424
$10K 0.01%
+230
425
$10K 0.01%
+251
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