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
676
$4K ﹤0.01%
+85
677
$4K ﹤0.01%
+33
678
$4K ﹤0.01%
+538
679
$4K ﹤0.01%
+75
680
$4K ﹤0.01%
+182
681
$4K ﹤0.01%
+204
682
$4K ﹤0.01%
+133
683
$4K ﹤0.01%
+148
684
$4K ﹤0.01%
+526
685
$4K ﹤0.01%
+71
686
$4K ﹤0.01%
+316
687
$4K ﹤0.01%
+545
688
$4K ﹤0.01%
+21
689
$4K ﹤0.01%
+32
690
$4K ﹤0.01%
+55
691
$4K ﹤0.01%
+183
692
$4K ﹤0.01%
+1,105
693
$3K ﹤0.01%
+59
694
$3K ﹤0.01%
+51
695
$3K ﹤0.01%
+73
696
$3K ﹤0.01%
+500
697
$3K ﹤0.01%
+60
698
$3K ﹤0.01%
+161
699
$3K ﹤0.01%
+55
700
$3K ﹤0.01%
+146
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