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
651
$3.49K ﹤0.01%
73
652
$3.48K ﹤0.01%
46
653
$3.48K ﹤0.01%
45
-11
654
$3.48K ﹤0.01%
415
655
$3.45K ﹤0.01%
45
656
$3.41K ﹤0.01%
26
+19
657
$3.39K ﹤0.01%
288
658
$3.38K ﹤0.01%
28
659
$3.37K ﹤0.01%
200
660
$3.37K ﹤0.01%
42
661
$3.35K ﹤0.01%
74
662
$3.32K ﹤0.01%
19
663
$3.31K ﹤0.01%
19
664
$3.28K ﹤0.01%
12
-2
665
$3.27K ﹤0.01%
46
666
$3.26K ﹤0.01%
91
-5,447
667
$3.26K ﹤0.01%
180
668
$3.17K ﹤0.01%
24
+12
669
$3.17K ﹤0.01%
97
670
$3.16K ﹤0.01%
75
671
$3.16K ﹤0.01%
5
672
$3.16K ﹤0.01%
117
+54
673
$3.14K ﹤0.01%
64
674
$3.11K ﹤0.01%
11
675
$3.01K ﹤0.01%
40
+15
25 26
27
28 29