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
551
$5.94K ﹤0.01%
68
552
$5.94K ﹤0.01%
140
553
$5.92K ﹤0.01%
95
554
$5.91K ﹤0.01%
78
555
$5.91K ﹤0.01%
65
556
$5.88K ﹤0.01%
164
557
$5.8K ﹤0.01%
143
558
$5.78K ﹤0.01%
80
559
$5.64K ﹤0.01%
26
+11
560
$5.59K ﹤0.01%
661
561
$5.58K ﹤0.01%
44
562
$5.57K ﹤0.01%
950
563
$5.47K ﹤0.01%
49
564
$5.39K ﹤0.01%
100
565
$5.39K ﹤0.01%
134
-162
566
$5.38K ﹤0.01%
183
567
$5.37K ﹤0.01%
86
+34
568
$5.34K ﹤0.01%
72
569
$5.34K ﹤0.01%
76
+9
570
$5.34K ﹤0.01%
+43
571
$5.21K ﹤0.01%
24
-6
572
$5.19K ﹤0.01%
21
+2
573
$5.17K ﹤0.01%
24
574
$5.11K ﹤0.01%
411
575
$5.09K ﹤0.01%
1,900
-150
21 22
23
24 25