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
801
$1.52K ﹤0.01%
14
802
$1.52K ﹤0.01%
46
803
$1.51K ﹤0.01%
15
804
$1.51K ﹤0.01%
36
805
$1.51K ﹤0.01%
7
+5
806
$1.5K ﹤0.01%
23
807
$1.5K ﹤0.01%
30
808
$1.49K ﹤0.01%
87
809
$1.49K ﹤0.01%
34
810
$1.49K ﹤0.01%
170
811
$1.49K ﹤0.01%
69
812
$1.49K ﹤0.01%
34
813
$1.48K ﹤0.01%
22
814
$1.47K ﹤0.01%
114
-181
815
$1.44K ﹤0.01%
25
816
$1.43K ﹤0.01%
13
+3
817
$1.41K ﹤0.01%
23
818
$1.4K ﹤0.01%
19
819
$1.39K ﹤0.01%
14
820
$1.39K ﹤0.01%
24
-101
821
$1.37K ﹤0.01%
18
822
$1.34K ﹤0.01%
640
823
$1.33K ﹤0.01%
11
824
$1.33K ﹤0.01%
53
825
$1.32K ﹤0.01%
5
31 32
33
34 35