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
826
$2K ﹤0.01%
+136
827
$2K ﹤0.01%
+22
828
$2K ﹤0.01%
+57
829
$2K ﹤0.01%
+195
830
$2K ﹤0.01%
+39
831
$2K ﹤0.01%
+21
832
$2K ﹤0.01%
+56
833
$2K ﹤0.01%
+32
834
$2K ﹤0.01%
+60
835
$2K ﹤0.01%
+43
836
$2K ﹤0.01%
+17
837
$2K ﹤0.01%
+44
838
$2K ﹤0.01%
+43
839
$2K ﹤0.01%
+13
840
$2K ﹤0.01%
+105
841
$2K ﹤0.01%
+42
842
$2K ﹤0.01%
+209
843
$2K ﹤0.01%
+36
844
$2K ﹤0.01%
+79
845
$2K ﹤0.01%
+24
846
$2K ﹤0.01%
+55
847
$2K ﹤0.01%
+96
848
$2K ﹤0.01%
+113
849
$2K ﹤0.01%
+280
850
$2K ﹤0.01%
+318
32 33
34
35 36