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
651
$4K ﹤0.01%
+379
652
$4K ﹤0.01%
+38
653
$4K ﹤0.01%
+60
654
$4K ﹤0.01%
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655
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656
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657
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+314
658
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+217
659
$4K ﹤0.01%
+19
660
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661
$4K ﹤0.01%
+150
662
$4K ﹤0.01%
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663
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664
$4K ﹤0.01%
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665
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666
$4K ﹤0.01%
+96
667
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668
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669
$4K ﹤0.01%
+195
670
$4K ﹤0.01%
+129
671
$4K ﹤0.01%
+90
672
$4K ﹤0.01%
+121
673
$4K ﹤0.01%
+310
674
$4K ﹤0.01%
+97
675
$4K ﹤0.01%
+109
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