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
626
$4K ﹤0.01%
+297
627
$4K ﹤0.01%
+123
628
$4K ﹤0.01%
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629
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630
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631
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632
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+63
633
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634
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635
$4K ﹤0.01%
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636
$4K ﹤0.01%
+56
637
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638
$4K ﹤0.01%
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639
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640
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641
$4K ﹤0.01%
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642
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643
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644
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+650
645
$4K ﹤0.01%
+201
646
$4K ﹤0.01%
+13
647
$4K ﹤0.01%
+314
648
$4K ﹤0.01%
+72
649
$4K ﹤0.01%
+162
650
$4K ﹤0.01%
+232
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