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
751
$3K ﹤0.01%
+83
752
$3K ﹤0.01%
+79
753
$3K ﹤0.01%
+66
754
$3K ﹤0.01%
+145
755
$3K ﹤0.01%
+58
756
$3K ﹤0.01%
+24
757
$3K ﹤0.01%
+38
758
$3K ﹤0.01%
+381
759
$3K ﹤0.01%
+180
760
$3K ﹤0.01%
+55
761
$3K ﹤0.01%
+146
762
$3K ﹤0.01%
+165
763
$3K ﹤0.01%
+310
764
$3K ﹤0.01%
+71
765
$3K ﹤0.01%
+105
766
$3K ﹤0.01%
+53
767
$3K ﹤0.01%
+80
768
$3K ﹤0.01%
+31
769
$3K ﹤0.01%
+100
770
$3K ﹤0.01%
+720
771
$3K ﹤0.01%
+48
772
$3K ﹤0.01%
+249
773
$3K ﹤0.01%
+74
774
$3K ﹤0.01%
+111
775
$3K ﹤0.01%
+25
29 30
31
32 33