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
401
$12.8K ﹤0.01%
165
402
$12.7K ﹤0.01%
1,234
-210
403
$12.7K ﹤0.01%
87
404
$12.6K ﹤0.01%
179
405
$12.6K ﹤0.01%
319
406
$12.5K ﹤0.01%
423
407
$12.5K ﹤0.01%
86
-841
408
$12.4K ﹤0.01%
111
409
$12.4K ﹤0.01%
365
+114
410
$12.3K ﹤0.01%
451
-75
411
$12.3K ﹤0.01%
170
412
$12.3K ﹤0.01%
185
413
$12.2K ﹤0.01%
32
414
$12K ﹤0.01%
138
-110
415
$12K ﹤0.01%
49
-13
416
$11.9K ﹤0.01%
33
417
$11.8K ﹤0.01%
52
-17
418
$11.8K ﹤0.01%
576
+21
419
$11.6K ﹤0.01%
124
420
$11.6K ﹤0.01%
224
-22
421
$11.5K ﹤0.01%
219
+35
422
$11.4K ﹤0.01%
1,000
423
$11.3K ﹤0.01%
193
+5
424
$11.2K ﹤0.01%
61
+50
425
$11.2K ﹤0.01%
116
+6
15 16
17
18 19