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
$440M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$864K
3
+$718K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$451K
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$331K

Top Sells

1
+$10.4M
2
+$1.83M
3
+$1.32M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.22M
5
BND icon
Vanguard Total Bond Market
BND
+$1.01M

Sector Composition

1 Technology 10.8%
2 Financials 5.72%
3 Consumer Staples 4.46%
4 Communication Services 4.35%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4.05K ﹤0.01%
82
627
$4.04K ﹤0.01%
77
628
$3.97K ﹤0.01%
41
629
$3.96K ﹤0.01%
234
630
$3.95K ﹤0.01%
26
-63
631
$3.92K ﹤0.01%
11
632
$3.9K ﹤0.01%
97
633
$3.86K ﹤0.01%
17
634
$3.81K ﹤0.01%
112
635
$3.79K ﹤0.01%
137
-57
636
$3.79K ﹤0.01%
87
637
$3.77K ﹤0.01%
44
+3
638
$3.73K ﹤0.01%
49
-15
639
$3.71K ﹤0.01%
+110
640
$3.71K ﹤0.01%
42
641
$3.69K ﹤0.01%
84
642
$3.65K ﹤0.01%
70
643
$3.64K ﹤0.01%
500
644
$3.59K ﹤0.01%
21
645
$3.58K ﹤0.01%
18
646
$3.56K ﹤0.01%
110
647
$3.54K ﹤0.01%
99
648
$3.52K ﹤0.01%
37
-14
649
$3.52K ﹤0.01%
9
650
$3.5K ﹤0.01%
60
24 25
26
27 28