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
501
$7.67K ﹤0.01%
52
+34
502
$7.66K ﹤0.01%
+163
503
$7.64K ﹤0.01%
72
+57
504
$7.61K ﹤0.01%
30
-2
505
$7.6K ﹤0.01%
50
506
$7.58K ﹤0.01%
1,000
507
$7.55K ﹤0.01%
77
-12
508
$7.54K ﹤0.01%
35
509
$7.48K ﹤0.01%
50
510
$7.39K ﹤0.01%
82
+4
511
$7.29K ﹤0.01%
381
512
$7.22K ﹤0.01%
101
+7
513
$7.19K ﹤0.01%
100
514
$7.11K ﹤0.01%
140
515
$7.08K ﹤0.01%
52
+40
516
$7.05K ﹤0.01%
32
-1
517
$7.02K ﹤0.01%
59
-31
518
$7.01K ﹤0.01%
16
519
$7.01K ﹤0.01%
29
520
$6.99K ﹤0.01%
761
521
$6.98K ﹤0.01%
138
522
$6.94K ﹤0.01%
30
-11
523
$6.84K ﹤0.01%
86
+8
524
$6.83K ﹤0.01%
100
525
$6.82K ﹤0.01%
172
19 20
21
22 23