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
676
$3K ﹤0.01%
15
677
$2.93K ﹤0.01%
125
678
$2.92K ﹤0.01%
27
679
$2.88K ﹤0.01%
40
+33
680
$2.88K ﹤0.01%
44
-47
681
$2.87K ﹤0.01%
177
682
$2.86K ﹤0.01%
56
683
$2.81K ﹤0.01%
46
+30
684
$2.81K ﹤0.01%
42
685
$2.78K ﹤0.01%
34
-10
686
$2.76K ﹤0.01%
64
687
$2.73K ﹤0.01%
15
688
$2.73K ﹤0.01%
42
689
$2.69K ﹤0.01%
+21
690
$2.69K ﹤0.01%
90
691
$2.68K ﹤0.01%
19
692
$2.67K ﹤0.01%
34
-8
693
$2.65K ﹤0.01%
47
694
$2.65K ﹤0.01%
28
695
$2.64K ﹤0.01%
30
696
$2.63K ﹤0.01%
8
697
$2.62K ﹤0.01%
9
-23
698
$2.62K ﹤0.01%
183
-185
699
$2.62K ﹤0.01%
98
+27
700
$2.61K ﹤0.01%
76
26 27
28
29 30