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
426
$11.1K ﹤0.01%
261
427
$11.1K ﹤0.01%
191
+65
428
$11K ﹤0.01%
361
-200
429
$11K ﹤0.01%
31
+28
430
$11K ﹤0.01%
40
-17
431
$10.9K ﹤0.01%
250
+8
432
$10.9K ﹤0.01%
575
433
$10.7K ﹤0.01%
60
+53
434
$10.7K ﹤0.01%
156
435
$10.6K ﹤0.01%
80
-47
436
$10.6K ﹤0.01%
1,123
437
$10.5K ﹤0.01%
344
-73
438
$10.4K ﹤0.01%
96
439
$10.4K ﹤0.01%
260
440
$10.4K ﹤0.01%
320
441
$10.3K ﹤0.01%
310
442
$10.2K ﹤0.01%
79
-20
443
$10.1K ﹤0.01%
240
444
$10K ﹤0.01%
30
-4
445
$9.98K ﹤0.01%
327
446
$9.98K ﹤0.01%
78
447
$9.96K ﹤0.01%
200
448
$9.95K ﹤0.01%
194
449
$9.95K ﹤0.01%
50
450
$9.92K ﹤0.01%
110
16 17
18
19 20