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
826
$1.32K ﹤0.01%
58
827
$1.29K ﹤0.01%
+31
828
$1.27K ﹤0.01%
24
829
$1.27K ﹤0.01%
200
-139
830
$1.26K ﹤0.01%
+52
831
$1.26K ﹤0.01%
7
-6
832
$1.25K ﹤0.01%
14
833
$1.23K ﹤0.01%
25
834
$1.23K ﹤0.01%
22
835
$1.23K ﹤0.01%
87
836
$1.23K ﹤0.01%
19
837
$1.22K ﹤0.01%
61
838
$1.22K ﹤0.01%
+34
839
$1.21K ﹤0.01%
1
840
$1.21K ﹤0.01%
17
841
$1.19K ﹤0.01%
4
842
$1.19K ﹤0.01%
21
843
$1.18K ﹤0.01%
19
844
$1.16K ﹤0.01%
16
845
$1.13K ﹤0.01%
11
846
$1.13K ﹤0.01%
24
+18
847
$1.1K ﹤0.01%
20
848
$1.1K ﹤0.01%
5
849
$1.06K ﹤0.01%
6
850
$1.06K ﹤0.01%
28
32 33
34
35 36