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
876
$2K ﹤0.01%
+53
877
$2K ﹤0.01%
+17
878
$2K ﹤0.01%
+655
879
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+97
880
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+105
881
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+30
882
$2K ﹤0.01%
+103
883
$2K ﹤0.01%
+94
884
$2K ﹤0.01%
+101
885
$2K ﹤0.01%
+69
886
$2K ﹤0.01%
+73
887
$2K ﹤0.01%
+118
888
$2K ﹤0.01%
+27
889
$2K ﹤0.01%
+89
890
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+69
891
$2K ﹤0.01%
+27
892
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+27
893
$2K ﹤0.01%
+51
894
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+37
895
$2K ﹤0.01%
+29
896
$2K ﹤0.01%
+30
897
$2K ﹤0.01%
+304
898
$2K ﹤0.01%
+125
899
$2K ﹤0.01%
+65
900
$2K ﹤0.01%
+63
34 35
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