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
26
$1M 0.74%
+40,759
27
$974K 0.72%
+68,678
28
$925K 0.68%
+16,272
29
$909K 0.67%
+20,490
30
$903K 0.66%
+6,897
31
$899K 0.66%
+38,219
32
$891K 0.66%
+19,439
33
$857K 0.63%
+16,495
34
$845K 0.62%
+18,548
35
$828K 0.61%
+6,317
36
$812K 0.6%
+32,189
37
$809K 0.6%
+15,550
38
$808K 0.59%
+20,874
39
$728K 0.54%
+5,249
40
$657K 0.48%
+4,983
41
$647K 0.48%
+15,800
42
$635K 0.47%
+3,111
43
$612K 0.45%
+40,376
44
$611K 0.45%
+11,356
45
$608K 0.45%
+3,540
46
$595K 0.44%
+4,345
47
$569K 0.42%
+4,340
48
$563K 0.41%
+7,376
49
$554K 0.41%
+10,600
50
$544K 0.4%
+25,238
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