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
$481M
AUM Growth
-$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$12.7M
3
+$1.07M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.01M
5
NVDA icon
NVIDIA
NVDA
+$960K

Top Sells

1
+$24.8M
2
+$13.2M
3
+$2.16M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.01M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$962K

Sector Composition

1 Technology 12.34%
2 Communication Services 4.69%
3 Consumer Staples 4.61%
4 Financials 3.67%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4.92K ﹤0.01%
86
-12
602
$4.92K ﹤0.01%
30
-21
603
$4.88K ﹤0.01%
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604
$4.87K ﹤0.01%
44
605
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606
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607
$4.84K ﹤0.01%
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608
$4.84K ﹤0.01%
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609
$4.83K ﹤0.01%
35
+20
610
$4.81K ﹤0.01%
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611
$4.8K ﹤0.01%
44
612
$4.8K ﹤0.01%
26
613
$4.8K ﹤0.01%
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614
$4.79K ﹤0.01%
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615
$4.78K ﹤0.01%
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616
$4.76K ﹤0.01%
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617
$4.75K ﹤0.01%
42
618
$4.74K ﹤0.01%
14
-1
619
$4.72K ﹤0.01%
25
620
$4.72K ﹤0.01%
19
621
$4.69K ﹤0.01%
46
622
$4.66K ﹤0.01%
163
623
$4.66K ﹤0.01%
221
624
$4.64K ﹤0.01%
26
625
$4.63K ﹤0.01%
12
23 24
25
26 27