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
601
$5K ﹤0.01%
+104
602
$5K ﹤0.01%
+57
603
$5K ﹤0.01%
+116
604
$5K ﹤0.01%
+35
605
$5K ﹤0.01%
+500
606
$5K ﹤0.01%
+34
607
$5K ﹤0.01%
+35
608
$5K ﹤0.01%
+123
609
$5K ﹤0.01%
+230
610
$5K ﹤0.01%
+127
611
$5K ﹤0.01%
+56
612
$5K ﹤0.01%
+445
613
$5K ﹤0.01%
+386
614
$5K ﹤0.01%
+82
615
$5K ﹤0.01%
+61
616
$5K ﹤0.01%
+65
617
$5K ﹤0.01%
+180
618
$5K ﹤0.01%
+102
619
$5K ﹤0.01%
+89
620
$5K ﹤0.01%
+48
621
$5K ﹤0.01%
+204
622
$5K ﹤0.01%
+1,478
623
$4K ﹤0.01%
+112
624
$4K ﹤0.01%
+224
625
$4K ﹤0.01%
+35
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