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
851
$2K ﹤0.01%
+144
852
$2K ﹤0.01%
+419
853
$2K ﹤0.01%
+175
854
$2K ﹤0.01%
+17
855
$2K ﹤0.01%
+45
856
$2K ﹤0.01%
+24
857
$2K ﹤0.01%
+19
858
$2K ﹤0.01%
+94
859
$2K ﹤0.01%
+25
860
$2K ﹤0.01%
+60
861
$2K ﹤0.01%
+36
862
$2K ﹤0.01%
+351
863
$2K ﹤0.01%
+22
864
$2K ﹤0.01%
+60
865
$2K ﹤0.01%
+99
866
$2K ﹤0.01%
+124
867
$2K ﹤0.01%
+39
868
$2K ﹤0.01%
+43
869
$2K ﹤0.01%
+100
870
$2K ﹤0.01%
+164
871
$2K ﹤0.01%
+24
872
$2K ﹤0.01%
+34
873
$2K ﹤0.01%
+99
874
$2K ﹤0.01%
+77
875
$2K ﹤0.01%
+12
33 34
35
36 37