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
751
$1.91K ﹤0.01%
51
752
$1.91K ﹤0.01%
23
753
$1.9K ﹤0.01%
+6
754
$1.89K ﹤0.01%
32
-4
755
$1.89K ﹤0.01%
43
756
$1.87K ﹤0.01%
23
757
$1.85K ﹤0.01%
93
758
$1.85K ﹤0.01%
50
759
$1.85K ﹤0.01%
36
760
$1.85K ﹤0.01%
27
761
$1.82K ﹤0.01%
17
762
$1.81K ﹤0.01%
29
763
$1.81K ﹤0.01%
107
-67
764
$1.81K ﹤0.01%
12
765
$1.79K ﹤0.01%
43
-35
766
$1.76K ﹤0.01%
5
767
$1.75K ﹤0.01%
24
768
$1.75K ﹤0.01%
87
-285
769
$1.75K ﹤0.01%
67
+52
770
$1.75K ﹤0.01%
84
-20
771
$1.74K ﹤0.01%
343
772
$1.71K ﹤0.01%
8
773
$1.7K ﹤0.01%
15
774
$1.7K ﹤0.01%
85
775
$1.7K ﹤0.01%
14
29 30
31
32 33