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%
+351
852
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+22
853
$2K ﹤0.01%
+124
854
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+39
855
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+43
856
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+100
857
$2K ﹤0.01%
+164
858
$2K ﹤0.01%
+24
859
$2K ﹤0.01%
+34
860
$2K ﹤0.01%
+99
861
$2K ﹤0.01%
+22
862
$2K ﹤0.01%
+57
863
$2K ﹤0.01%
+195
864
$2K ﹤0.01%
+39
865
$2K ﹤0.01%
+77
866
$2K ﹤0.01%
+12
867
$2K ﹤0.01%
+53
868
$2K ﹤0.01%
+17
869
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+30
870
$2K ﹤0.01%
+103
871
$2K ﹤0.01%
+94
872
$2K ﹤0.01%
+101
873
$2K ﹤0.01%
+69
874
$2K ﹤0.01%
+73
875
$2K ﹤0.01%
+118
33 34
35
36 37