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
776
$2.06K ﹤0.01%
118
777
$2.06K ﹤0.01%
87
778
$2.01K ﹤0.01%
119
+71
779
$2K ﹤0.01%
29
780
$2K ﹤0.01%
65
+52
781
$1.97K ﹤0.01%
23
782
$1.97K ﹤0.01%
48
783
$1.93K ﹤0.01%
70
+49
784
$1.92K ﹤0.01%
51
785
$1.91K ﹤0.01%
5
786
$1.9K ﹤0.01%
21
787
$1.9K ﹤0.01%
43
788
$1.9K ﹤0.01%
10
789
$1.89K ﹤0.01%
21
790
$1.89K ﹤0.01%
11
791
$1.89K ﹤0.01%
101
+45
792
$1.87K ﹤0.01%
114
793
$1.87K ﹤0.01%
14
794
$1.85K ﹤0.01%
343
795
$1.83K ﹤0.01%
50
796
$1.82K ﹤0.01%
40
797
$1.82K ﹤0.01%
90
798
$1.81K ﹤0.01%
57
799
$1.8K ﹤0.01%
23
800
$1.79K ﹤0.01%
16
30 31
32
33 34