PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
+$9.4M
2
+$9.4M
3
+$7.89M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.33M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$6.41M

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%
+24
852
$2K ﹤0.01%
+34
853
$2K ﹤0.01%
+99
854
$2K ﹤0.01%
+22
855
$2K ﹤0.01%
+57
856
$2K ﹤0.01%
+195
857
$2K ﹤0.01%
+39
858
$2K ﹤0.01%
+77
859
$2K ﹤0.01%
+17
860
$2K ﹤0.01%
+12
861
$2K ﹤0.01%
+53
862
$2K ﹤0.01%
+17
863
$2K ﹤0.01%
+655
864
$2K ﹤0.01%
+97
865
$2K ﹤0.01%
+105
866
$2K ﹤0.01%
+30
867
$2K ﹤0.01%
+103
868
$2K ﹤0.01%
+94
869
$2K ﹤0.01%
+101
870
$2K ﹤0.01%
+69
871
$2K ﹤0.01%
+73
872
$2K ﹤0.01%
+118
873
$2K ﹤0.01%
+27
874
$2K ﹤0.01%
+89
875
$2K ﹤0.01%
+69
33 34
35
36 37