PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
+$9.4M
2
+$9.4M
3
+$7.89M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.33M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$6.41M

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
551
$6K ﹤0.01%
+56
552
$6K ﹤0.01%
+102
553
$6K ﹤0.01%
+103
554
$6K ﹤0.01%
+104
555
$6K ﹤0.01%
+1,000
556
$6K ﹤0.01%
+133
557
$6K ﹤0.01%
+39
558
$6K ﹤0.01%
+197
559
$6K ﹤0.01%
+25
560
$6K ﹤0.01%
+76
561
$6K ﹤0.01%
+231
562
$6K ﹤0.01%
+255
563
$6K ﹤0.01%
+70
564
$5K ﹤0.01%
+59
565
$5K ﹤0.01%
+168
566
$5K ﹤0.01%
+119
567
$5K ﹤0.01%
+41
568
$5K ﹤0.01%
+32
569
$5K ﹤0.01%
+88
570
$5K ﹤0.01%
+52
571
$5K ﹤0.01%
+51
572
$5K ﹤0.01%
+6
573
$5K ﹤0.01%
+82
574
$5K ﹤0.01%
+158
575
$5K ﹤0.01%
+121
21 22
23
24 25