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
876
$2K ﹤0.01%
+27
877
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+27
878
$2K ﹤0.01%
+51
879
$2K ﹤0.01%
+37
880
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+29
881
$2K ﹤0.01%
+30
882
$2K ﹤0.01%
+304
883
$2K ﹤0.01%
+125
884
$2K ﹤0.01%
+65
885
$2K ﹤0.01%
+63
886
$2K ﹤0.01%
+29
887
$2K ﹤0.01%
+66
888
$2K ﹤0.01%
+102
889
$2K ﹤0.01%
+57
890
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+21
891
$2K ﹤0.01%
+56
892
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893
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894
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895
$2K ﹤0.01%
+44
896
$2K ﹤0.01%
+241
897
$2K ﹤0.01%
+102
898
$2K ﹤0.01%
+53
899
$2K ﹤0.01%
+42
900
$2K ﹤0.01%
+75
34 35
36
37 38