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

Top Buys

1
+$27M
2
+$12.7M
3
+$1.07M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.01M
5
NVDA icon
NVIDIA
NVDA
+$960K

Top Sells

1
+$24.8M
2
+$13.2M
3
+$2.16M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.01M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$962K

Sector Composition

1 Technology 12.34%
2 Communication Services 4.69%
3 Consumer Staples 4.61%
4 Financials 3.67%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2.98K ﹤0.01%
46
702
$2.97K ﹤0.01%
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703
$2.97K ﹤0.01%
500
704
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-50
705
$2.96K ﹤0.01%
5
706
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707
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41
708
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411
709
$2.86K ﹤0.01%
8
710
$2.84K ﹤0.01%
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711
$2.82K ﹤0.01%
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712
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25
713
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714
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4
715
$2.77K ﹤0.01%
7
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719
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$2.74K ﹤0.01%
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721
$2.73K ﹤0.01%
25
722
$2.73K ﹤0.01%
54
-2
723
$2.73K ﹤0.01%
36
724
$2.71K ﹤0.01%
174
725
$2.7K ﹤0.01%
87
27 28
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