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
601
$5K ﹤0.01%
+144
602
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+47
603
$5K ﹤0.01%
+100
604
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605
$5K ﹤0.01%
+49
606
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+55
607
$5K ﹤0.01%
+46
608
$5K ﹤0.01%
+75
609
$5K ﹤0.01%
+37
610
$5K ﹤0.01%
+107
611
$5K ﹤0.01%
+192
612
$5K ﹤0.01%
+8
613
$5K ﹤0.01%
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614
$5K ﹤0.01%
+893
615
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616
$5K ﹤0.01%
+245
617
$5K ﹤0.01%
+104
618
$5K ﹤0.01%
+35
619
$5K ﹤0.01%
+500
620
$5K ﹤0.01%
+34
621
$5K ﹤0.01%
+35
622
$5K ﹤0.01%
+1,478
623
$4K ﹤0.01%
+232
624
$4K ﹤0.01%
+94
625
$4K ﹤0.01%
+49
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