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
526
$6.79K ﹤0.01%
12
527
$6.75K ﹤0.01%
195
528
$6.74K ﹤0.01%
187
529
$6.72K ﹤0.01%
105
530
$6.55K ﹤0.01%
188
-82
531
$6.53K ﹤0.01%
192
532
$6.5K ﹤0.01%
60
533
$6.49K ﹤0.01%
25
534
$6.48K ﹤0.01%
134
-85
535
$6.47K ﹤0.01%
33
536
$6.44K ﹤0.01%
159
537
$6.4K ﹤0.01%
47
538
$6.38K ﹤0.01%
29
539
$6.37K ﹤0.01%
464
540
$6.34K ﹤0.01%
275
541
$6.3K ﹤0.01%
56
-47
542
$6.23K ﹤0.01%
25
+12
543
$6.21K ﹤0.01%
151
544
$6.18K ﹤0.01%
111
-63
545
$6.18K ﹤0.01%
37
546
$6.12K ﹤0.01%
55
-27
547
$6.08K ﹤0.01%
742
548
$6K ﹤0.01%
115
-43
549
$5.99K ﹤0.01%
44
+8
550
$5.99K ﹤0.01%
160
20 21
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