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
851
$1.06K ﹤0.01%
21
852
$1.05K ﹤0.01%
12
853
$1.03K ﹤0.01%
7
-3
854
$1.01K ﹤0.01%
26
-204
855
$1.01K ﹤0.01%
29
856
$1.01K ﹤0.01%
14
857
$998 ﹤0.01%
21
858
$995 ﹤0.01%
20
859
$991 ﹤0.01%
24
860
$990 ﹤0.01%
5
861
$987 ﹤0.01%
14
-22
862
$983 ﹤0.01%
+37
863
$982 ﹤0.01%
12
864
$970 ﹤0.01%
15
865
$957 ﹤0.01%
15
-14
866
$957 ﹤0.01%
4
867
$932 ﹤0.01%
10
868
$911 ﹤0.01%
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869
$892 ﹤0.01%
263
870
$892 ﹤0.01%
+13
871
$869 ﹤0.01%
11
872
$837 ﹤0.01%
76
873
$835 ﹤0.01%
11
-18
874
$821 ﹤0.01%
19
875
$818 ﹤0.01%
+6
33 34
35
36 37