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
776
$3K ﹤0.01%
+48
777
$3K ﹤0.01%
+262
778
$3K ﹤0.01%
+61
779
$3K ﹤0.01%
+131
780
$3K ﹤0.01%
+14
781
$3K ﹤0.01%
+34
782
$3K ﹤0.01%
+80
783
$3K ﹤0.01%
+62
784
$2K ﹤0.01%
+395
785
$2K ﹤0.01%
+34
786
$2K ﹤0.01%
+47
787
$2K ﹤0.01%
+48
788
$2K ﹤0.01%
+32
789
$2K ﹤0.01%
+21
790
$2K ﹤0.01%
+217
791
$2K ﹤0.01%
+144
792
$2K ﹤0.01%
+100
793
$2K ﹤0.01%
+100
794
$2K ﹤0.01%
+46
795
$2K ﹤0.01%
+36
796
$2K ﹤0.01%
+10
797
$2K ﹤0.01%
+38
798
$2K ﹤0.01%
+23
799
$2K ﹤0.01%
+24
800
$2K ﹤0.01%
+55
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