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
701
$2.57K ﹤0.01%
18
702
$2.57K ﹤0.01%
110
703
$2.52K ﹤0.01%
9
704
$2.48K ﹤0.01%
9
705
$2.48K ﹤0.01%
+102
706
$2.46K ﹤0.01%
25
707
$2.46K ﹤0.01%
+107
708
$2.44K ﹤0.01%
156
709
$2.43K ﹤0.01%
189
710
$2.42K ﹤0.01%
474
-2
711
$2.42K ﹤0.01%
+34
712
$2.42K ﹤0.01%
7
713
$2.41K ﹤0.01%
14
+6
714
$2.39K ﹤0.01%
130
715
$2.36K ﹤0.01%
56
716
$2.34K ﹤0.01%
30
717
$2.29K ﹤0.01%
63
718
$2.28K ﹤0.01%
6
+2
719
$2.24K ﹤0.01%
71
720
$2.22K ﹤0.01%
86
721
$2.21K ﹤0.01%
100
-10
722
$2.16K ﹤0.01%
212
723
$2.14K ﹤0.01%
+155
724
$2.13K ﹤0.01%
11
725
$2.11K ﹤0.01%
168
27 28
29
30 31