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
$481M
AUM Growth
-$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$11.6M
3
+$1.06M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$995K
5
NVDA icon
NVIDIA
NVDA
+$935K

Top Sells

1
+$24.3M
2
+$12.4M
3
+$2.16M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.02M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$955K

Sector Composition

1 Technology 12.35%
2 Communication Services 4.69%
3 Consumer Staples 4.61%
4 Financials 3.66%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3.62K ﹤0.01%
24
677
$3.5K ﹤0.01%
288
678
$3.42K ﹤0.01%
933
+435
679
$3.39K ﹤0.01%
56
-16
680
$3.38K ﹤0.01%
100
681
$3.36K ﹤0.01%
37
682
$3.33K ﹤0.01%
107
683
$3.27K ﹤0.01%
107
684
$3.22K ﹤0.01%
104
685
$3.2K ﹤0.01%
14
686
$3.19K ﹤0.01%
30
687
$3.19K ﹤0.01%
19
688
$3.19K ﹤0.01%
+32
689
$3.18K ﹤0.01%
46
-11
690
$3.18K ﹤0.01%
46
691
$3.14K ﹤0.01%
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692
$3.14K ﹤0.01%
110
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693
$3.13K ﹤0.01%
102
694
$3.12K ﹤0.01%
85
695
$3.11K ﹤0.01%
95
-61
696
$3.07K ﹤0.01%
100
697
$3.05K ﹤0.01%
25
698
$3.01K ﹤0.01%
100
699
$3K ﹤0.01%
42
700
$2.99K ﹤0.01%
166
26 27
28
29 30