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%
+22
752
$3K ﹤0.01%
+83
753
$3K ﹤0.01%
+79
754
$3K ﹤0.01%
+66
755
$3K ﹤0.01%
+145
756
$3K ﹤0.01%
+58
757
$3K ﹤0.01%
+24
758
$3K ﹤0.01%
+38
759
$3K ﹤0.01%
+381
760
$3K ﹤0.01%
+180
761
$3K ﹤0.01%
+165
762
$3K ﹤0.01%
+310
763
$3K ﹤0.01%
+71
764
$3K ﹤0.01%
+105
765
$3K ﹤0.01%
+53
766
$3K ﹤0.01%
+80
767
$3K ﹤0.01%
+31
768
$3K ﹤0.01%
+100
769
$3K ﹤0.01%
+720
770
$3K ﹤0.01%
+48
771
$3K ﹤0.01%
+249
772
$3K ﹤0.01%
+74
773
$3K ﹤0.01%
+111
774
$3K ﹤0.01%
+25
775
$3K ﹤0.01%
+43
29 30
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