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
426
$10K 0.01%
+221
427
$10K 0.01%
+1,196
428
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+423
429
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+653
431
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432
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433
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434
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435
$10K 0.01%
+1,447
436
$10K 0.01%
+500
437
$10K 0.01%
+64
438
$10K 0.01%
+645
439
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440
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441
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442
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445
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446
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+56
447
$9K 0.01%
+440
448
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+115
449
$9K 0.01%
+184
450
$9K 0.01%
+106
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