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
451
$9.87K ﹤0.01%
135
-5
452
$9.82K ﹤0.01%
38
453
$9.79K ﹤0.01%
111
+34
454
$9.72K ﹤0.01%
897
-42
455
$9.66K ﹤0.01%
653
456
$9.61K ﹤0.01%
123
457
$9.38K ﹤0.01%
487
458
$9.31K ﹤0.01%
8
+1
459
$9.18K ﹤0.01%
380
460
$9.12K ﹤0.01%
11
461
$9.07K ﹤0.01%
25
462
$9.01K ﹤0.01%
37
463
$8.99K ﹤0.01%
198
+30
464
$8.98K ﹤0.01%
143
-152
465
$8.97K ﹤0.01%
71
-16
466
$8.96K ﹤0.01%
37
+5
467
$8.96K ﹤0.01%
31
468
$8.9K ﹤0.01%
55
469
$8.86K ﹤0.01%
57
+6
470
$8.84K ﹤0.01%
127
+119
471
$8.84K ﹤0.01%
310
472
$8.8K ﹤0.01%
307
473
$8.78K ﹤0.01%
230
474
$8.78K ﹤0.01%
81
475
$8.74K ﹤0.01%
119
+23
17 18
19
20 21