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
776
$1.7K ﹤0.01%
+22
777
$1.69K ﹤0.01%
7
778
$1.69K ﹤0.01%
17
+4
779
$1.69K ﹤0.01%
33
780
$1.68K ﹤0.01%
87
781
$1.65K ﹤0.01%
200
782
$1.63K ﹤0.01%
57
783
$1.63K ﹤0.01%
21
-24
784
$1.62K ﹤0.01%
90
785
$1.62K ﹤0.01%
17
786
$1.62K ﹤0.01%
33
787
$1.61K ﹤0.01%
270
788
$1.6K ﹤0.01%
68
789
$1.58K ﹤0.01%
13
-22
790
$1.58K ﹤0.01%
241
791
$1.57K ﹤0.01%
21
792
$1.57K ﹤0.01%
17
793
$1.54K ﹤0.01%
9
+4
794
$1.54K ﹤0.01%
23
795
$1.54K ﹤0.01%
23
796
$1.54K ﹤0.01%
66
797
$1.53K ﹤0.01%
33
798
$1.53K ﹤0.01%
40
799
$1.53K ﹤0.01%
46
800
$1.53K ﹤0.01%
21
30 31
32
33 34