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
801
$2K ﹤0.01%
+96
802
$2K ﹤0.01%
+29
803
$2K ﹤0.01%
+66
804
$2K ﹤0.01%
+102
805
$2K ﹤0.01%
+16
806
$2K ﹤0.01%
+43
807
$2K ﹤0.01%
+60
808
$2K ﹤0.01%
+99
809
$2K ﹤0.01%
+113
810
$2K ﹤0.01%
+655
811
$2K ﹤0.01%
+97
812
$2K ﹤0.01%
+105
813
$2K ﹤0.01%
+280
814
$2K ﹤0.01%
+318
815
$2K ﹤0.01%
+144
816
$2K ﹤0.01%
+419
817
$2K ﹤0.01%
+175
818
$2K ﹤0.01%
+17
819
$2K ﹤0.01%
+45
820
$2K ﹤0.01%
+24
821
$2K ﹤0.01%
+19
822
$2K ﹤0.01%
+94
823
$2K ﹤0.01%
+25
824
$2K ﹤0.01%
+60
825
$2K ﹤0.01%
+61
31 32
33
34 35