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
476
$8.73K ﹤0.01%
87
+7
477
$8.62K ﹤0.01%
193
478
$8.59K ﹤0.01%
54
479
$8.58K ﹤0.01%
176
480
$8.54K ﹤0.01%
52
481
$8.54K ﹤0.01%
68
482
$8.54K ﹤0.01%
426
+21
483
$8.48K ﹤0.01%
17
+2
484
$8.4K ﹤0.01%
106
-6
485
$8.26K ﹤0.01%
1,447
486
$8.23K ﹤0.01%
200
487
$8.23K ﹤0.01%
89
488
$8.11K ﹤0.01%
40
-46
489
$8.09K ﹤0.01%
317
490
$8K ﹤0.01%
226
491
$8K ﹤0.01%
139
492
$7.96K ﹤0.01%
423
493
$7.9K ﹤0.01%
78
-76
494
$7.89K ﹤0.01%
476
495
$7.78K ﹤0.01%
441
-210
496
$7.78K ﹤0.01%
51
497
$7.77K ﹤0.01%
14
498
$7.74K ﹤0.01%
117
-3
499
$7.67K ﹤0.01%
93
500
$7.67K ﹤0.01%
15
-1
18 19
20
21 22