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
726
$3K ﹤0.01%
+84
727
$3K ﹤0.01%
+69
728
$3K ﹤0.01%
+30
729
$3K ﹤0.01%
+77
730
$3K ﹤0.01%
+115
731
$3K ﹤0.01%
+74
732
$3K ﹤0.01%
+20
733
$3K ﹤0.01%
+19
734
$3K ﹤0.01%
+51
735
$3K ﹤0.01%
+154
736
$3K ﹤0.01%
+53
737
$3K ﹤0.01%
+71
738
$3K ﹤0.01%
+186
739
$3K ﹤0.01%
+158
740
$3K ﹤0.01%
+44
741
$3K ﹤0.01%
+162
742
$3K ﹤0.01%
+22
743
$3K ﹤0.01%
+83
744
$3K ﹤0.01%
+79
745
$3K ﹤0.01%
+66
746
$3K ﹤0.01%
+145
747
$3K ﹤0.01%
+58
748
$3K ﹤0.01%
+24
749
$3K ﹤0.01%
+38
750
$3K ﹤0.01%
+381
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