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
576
$5.05K ﹤0.01%
221
577
$5.03K ﹤0.01%
48
578
$5.03K ﹤0.01%
46
579
$5.02K ﹤0.01%
12
580
$5.01K ﹤0.01%
36
-5
581
$5.01K ﹤0.01%
38
+21
582
$4.97K ﹤0.01%
240
+3
583
$4.92K ﹤0.01%
30
584
$4.9K ﹤0.01%
22
585
$4.86K ﹤0.01%
27
586
$4.79K ﹤0.01%
100
587
$4.77K ﹤0.01%
144
+131
588
$4.71K ﹤0.01%
3
589
$4.71K ﹤0.01%
52
+26
590
$4.71K ﹤0.01%
71
591
$4.7K ﹤0.01%
43
-13
592
$4.7K ﹤0.01%
+57
593
$4.68K ﹤0.01%
145
-101
594
$4.66K ﹤0.01%
107
595
$4.63K ﹤0.01%
9
596
$4.62K ﹤0.01%
41
597
$4.58K ﹤0.01%
30
598
$4.57K ﹤0.01%
100
-100
599
$4.57K ﹤0.01%
34
600
$4.55K ﹤0.01%
44
22 23
24
25 26