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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$8.95M
3
+$7.89M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.32M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$6.45M

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
576
$5K ﹤0.01%
+102
577
$5K ﹤0.01%
+89
578
$5K ﹤0.01%
+48
579
$5K ﹤0.01%
+204
580
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581
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+119
582
$5K ﹤0.01%
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583
$5K ﹤0.01%
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584
$5K ﹤0.01%
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585
$5K ﹤0.01%
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586
$5K ﹤0.01%
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587
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588
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589
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+121
591
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592
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594
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+400
595
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+59
596
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+106
597
$5K ﹤0.01%
+242
598
$5K ﹤0.01%
+81
599
$5K ﹤0.01%
+96
600
$5K ﹤0.01%
+44
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