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
$481M
AUM Growth
-$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$11.6M
3
+$1.06M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$995K
5
NVDA icon
NVIDIA
NVDA
+$935K

Top Sells

1
+$24.3M
2
+$12.4M
3
+$2.16M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.02M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$955K

Sector Composition

1 Technology 12.35%
2 Communication Services 4.69%
3 Consumer Staples 4.61%
4 Financials 3.66%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2.31K ﹤0.01%
11
752
$2.3K ﹤0.01%
16
753
$2.3K ﹤0.01%
68
754
$2.27K ﹤0.01%
106
755
$2.26K ﹤0.01%
10
756
$2.25K ﹤0.01%
104
757
$2.24K ﹤0.01%
64
758
$2.24K ﹤0.01%
189
759
$2.24K ﹤0.01%
25
760
$2.23K ﹤0.01%
34
-25
761
$2.23K ﹤0.01%
28
762
$2.22K ﹤0.01%
112
763
$2.19K ﹤0.01%
12
764
$2.19K ﹤0.01%
605
765
$2.17K ﹤0.01%
11
+2
766
$2.17K ﹤0.01%
85
767
$2.17K ﹤0.01%
14
768
$2.13K ﹤0.01%
15
769
$2.12K ﹤0.01%
43
770
$2.11K ﹤0.01%
30
771
$2.1K ﹤0.01%
53
772
$2.09K ﹤0.01%
+50
773
$2.08K ﹤0.01%
170
774
$2.08K ﹤0.01%
21
775
$2.07K ﹤0.01%
86
29 30
31
32 33