PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
+$9.4M
2
+$9.4M
3
+$7.89M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.33M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$6.41M

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
701
$3K ﹤0.01%
+19
702
$3K ﹤0.01%
+60
703
$3K ﹤0.01%
+97
704
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+72
705
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+19
706
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+123
707
$3K ﹤0.01%
+500
708
$3K ﹤0.01%
+30
709
$3K ﹤0.01%
+629
710
$3K ﹤0.01%
+173
711
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+202
712
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+42
713
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+50
714
$3K ﹤0.01%
+104
715
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+30
716
$3K ﹤0.01%
+59
717
$3K ﹤0.01%
+51
718
$3K ﹤0.01%
+96
719
$3K ﹤0.01%
+22
720
$3K ﹤0.01%
+87
721
$3K ﹤0.01%
+592
722
$3K ﹤0.01%
+73
723
$3K ﹤0.01%
+500
724
$3K ﹤0.01%
+60
725
$3K ﹤0.01%
+161
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