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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$8.95M
3
+$7.89M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.32M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$6.45M

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
51
$535K 0.39%
+2,149
52
$534K 0.39%
+13,474
53
$502K 0.37%
+9,638
54
$491K 0.36%
+2,601
55
$471K 0.35%
+17,800
56
$470K 0.35%
+22,961
57
$464K 0.34%
+1,771
58
$462K 0.34%
+4,161
59
$450K 0.33%
+15,294
60
$439K 0.32%
+8,413
61
$435K 0.32%
+5,171
62
$429K 0.32%
+3,943
63
$411K 0.3%
+7,304
64
$407K 0.3%
+8,656
65
$392K 0.29%
+4,262
66
$392K 0.29%
+7,273
67
$377K 0.28%
+1,159
68
$363K 0.27%
+12,462
69
$362K 0.27%
+14,005
70
$359K 0.26%
+12,854
71
$357K 0.26%
+1,580
72
$351K 0.26%
+5,467
73
$336K 0.25%
+3,136
74
$326K 0.24%
+4,891
75
$324K 0.24%
+9,954
1 2
3
4 5