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
626
$4K ﹤0.01%
+224
627
$4K ﹤0.01%
+35
628
$4K ﹤0.01%
+297
629
$4K ﹤0.01%
+123
630
$4K ﹤0.01%
+141
631
$4K ﹤0.01%
+36
632
$4K ﹤0.01%
+136
633
$4K ﹤0.01%
+72
634
$4K ﹤0.01%
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635
$4K ﹤0.01%
+227
636
$4K ﹤0.01%
+288
637
$4K ﹤0.01%
+285
638
$4K ﹤0.01%
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639
$4K ﹤0.01%
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640
$4K ﹤0.01%
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641
$4K ﹤0.01%
+200
642
$4K ﹤0.01%
+63
643
$4K ﹤0.01%
+137
644
$4K ﹤0.01%
+83
645
$4K ﹤0.01%
+167
646
$4K ﹤0.01%
+56
647
$4K ﹤0.01%
+426
648
$4K ﹤0.01%
+40
649
$4K ﹤0.01%
+296
650
$4K ﹤0.01%
+62
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