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
726
$3K ﹤0.01%
+96
727
$3K ﹤0.01%
+22
728
$3K ﹤0.01%
+87
729
$3K ﹤0.01%
+592
730
$3K ﹤0.01%
+73
731
$3K ﹤0.01%
+500
732
$3K ﹤0.01%
+60
733
$3K ﹤0.01%
+161
734
$3K ﹤0.01%
+84
735
$3K ﹤0.01%
+69
736
$3K ﹤0.01%
+30
737
$3K ﹤0.01%
+77
738
$3K ﹤0.01%
+115
739
$3K ﹤0.01%
+74
740
$3K ﹤0.01%
+20
741
$3K ﹤0.01%
+19
742
$3K ﹤0.01%
+51
743
$3K ﹤0.01%
+154
744
$3K ﹤0.01%
+53
745
$3K ﹤0.01%
+71
746
$3K ﹤0.01%
+186
747
$3K ﹤0.01%
+158
748
$3K ﹤0.01%
+44
749
$3K ﹤0.01%
+162
750
$3K ﹤0.01%
+22
28 29
30
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