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
726
$2.11K ﹤0.01%
118
727
$2.09K ﹤0.01%
+145
728
$2.07K ﹤0.01%
28
729
$2.05K ﹤0.01%
86
730
$2.05K ﹤0.01%
22
731
$2.04K ﹤0.01%
50
732
$2.04K ﹤0.01%
64
733
$2.04K ﹤0.01%
377
734
$2.03K ﹤0.01%
16
735
$2.02K ﹤0.01%
37
736
$2.02K ﹤0.01%
2
737
$2.02K ﹤0.01%
43
738
$2.02K ﹤0.01%
19
739
$2.02K ﹤0.01%
59
-6
740
$1.98K ﹤0.01%
24
741
$1.97K ﹤0.01%
6
742
$1.96K ﹤0.01%
10
743
$1.96K ﹤0.01%
56
744
$1.96K ﹤0.01%
115
745
$1.94K ﹤0.01%
28
746
$1.93K ﹤0.01%
46
747
$1.93K ﹤0.01%
53
748
$1.92K ﹤0.01%
7
749
$1.92K ﹤0.01%
24
750
$1.92K ﹤0.01%
28
28 29
30
31 32